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 | $321,830 | $209,411+53.7% | $178,490+80.3% | $158,922+102.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.00% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,844 | $5,706-50.2% | $5,011-43.2% | $4,761-40.3% |
| Participant deferral / active EE | $4,182 | $5,954-29.8% | $5,202-19.6% | $5,982-30.1% |
| Admin fee / account holder | $2,117 | $17,074-87.6% | $13,984-84.9% | $11,246-81.2% |