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 | $276,929 | $157,256+76.1% | $141,162+96.2% | $152,861+81.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 25.30% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,325 | $5,261-17.8% | $4,735-8.7% | $4,762-9.2% |
| Participant deferral / active EE | $9,940 | $7,109+39.8% | $6,709+48.2% | $5,850+69.9% |
| Admin fee / account holder | $615 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |