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 | $258,593 | $209,411+23.5% | $178,490+44.9% | $158,922+62.7% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 12.18% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,045 | $5,706-29.1% | $5,011-19.3% | $4,761-15.0% |
| Participant deferral / active EE | $8,441 | $5,954+41.8% | $5,202+62.3% | $5,982+41.1% |
| Admin fee / account holder | $29,148 | $17,074+70.7% | $13,984+108.4% | $11,246+159.2% |