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 | $441,212 | $198,466+122.3% | $170,442+158.9% | $147,584+199.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.66% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,667 | $6,184-73.0% | $5,433-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $3,938 | $5,629-30.1% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $13,803 | $16,852-18.1% | $13,880-0.6% | $10,885+26.8% |