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 | $333,997 | $209,411+59.5% | $178,490+87.1% | $158,922+110.2% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 17.23% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $6,942 | $5,706+21.7% | $5,011+38.5% | $4,761+45.8% |
| Participant deferral / active EE | $4,541 | $5,954-23.7% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $5,957 | $17,074-65.1% | $13,984-57.4% | $11,246-47.0% |