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 | $383,717 | $148,534+158.3% | $135,903+182.3% | $139,434+175.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.33% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,976 | $5,243-43.2% | $4,856-38.7% | $4,751-37.4% |
| Participant deferral / active EE | $9,210 | $8,100+13.7% | $7,758+18.7% | $6,710+37.3% |
| Admin fee / account holder | $77,693 | $12,400+526.6% | $10,762+621.9% | $11,403+581.4% |