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 | $354,761 | $175,202+102.5% | $149,673+137.0% | $139,434+154.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 13.34% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,172 | $5,474-60.3% | $4,818-54.9% | $4,751-54.3% |
| Participant deferral / active EE | $5,975 | $6,519-8.3% | $5,680+5.2% | $6,710-11.0% |
| Admin fee / account holder | $4,165 | $16,150-74.2% | $13,210-68.5% | $11,403-63.5% |