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 | $541,668 | $127,777+323.9% | $106,548+408.4% | $167,490+223.4% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 12.86% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,412 | $3,427-29.6% | $2,819-14.4% | $4,837-50.1% |
| Participant deferral / active EE | $5,051 | $5,087-0.7% | $4,398+14.9% | $6,341-20.3% |
| Admin fee / account holder | $3,283 | $11,228-70.8% | $7,407-55.7% | $12,309-73.3% |