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 | $484,638 | $214,378+126.1% | $200,582+141.6% | $142,382+240.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.95% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,224 | $6,841-38.3% | $6,419-34.2% | $4,299-1.7% |
| Participant deferral / active EE | $11,213 | $9,865+13.7% | $9,331+20.2% | $6,507+72.3% |
| Admin fee / account holder | $884 | $17,692-95.0% | $16,305-94.6% | $12,624-93.0% |