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 | $405,143 | $175,202+131.2% | $149,673+170.7% | $139,434+190.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.99% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,531 | $5,474-53.8% | $4,818-47.5% | $4,751-46.7% |
| Participant deferral / active EE | $6,123 | $6,519-6.1% | $5,680+7.8% | $6,710-8.8% |
| Admin fee / account holder | $3,761 | $16,150-76.7% | $13,210-71.5% | $11,403-67.0% |