See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,574 | $176,056+102.5% | $159,436+123.6% | $167,490+112.9% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 14.87% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,791 | $5,297-28.4% | $4,829-21.5% | $4,837-21.6% |
| Participant deferral / active EE | $17,309 | $7,750+123.3% | $7,352+135.4% | $6,341+173.0% |
| Admin fee / account holder | $4,955 | $12,554-60.5% | $10,799-54.1% | $12,309-59.7% |