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 | $436,087 | $148,534+193.6% | $135,903+220.9% | $139,434+212.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.47% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,149 | $5,243-39.9% | $4,856-35.1% | $4,751-33.7% |
| Participant deferral / active EE | $11,514 | $8,100+42.1% | $7,758+48.4% | $6,710+71.6% |
| Admin fee / account holder | $2,786 | $12,400-77.5% | $10,762-74.1% | $11,403-75.6% |