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 | $658,979 | $197,591+233.5% | $177,821+270.6% | $158,922+314.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.36% | 58.76%-40.4pp | 48.32%-30.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,093 | $6,697-68.8% | $5,918-64.6% | $4,761-56.1% |
| Participant deferral / active EE | $7,773 | $8,405-7.5% | $7,714+0.8% | $5,982+29.9% |
| Admin fee / account holder | $3,036 | $15,399-80.3% | $12,427-75.6% | $11,246-73.0% |