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 | $375,805 | $176,056+113.5% | $159,436+135.7% | $167,490+124.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 13.52% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,676 | $5,297-49.5% | $4,829-44.6% | $4,837-44.7% |
| Participant deferral / active EE | $5,352 | $7,750-30.9% | $7,352-27.2% | $6,341-15.6% |
| Admin fee / account holder | $1,250 | $12,554-90.0% | $10,799-88.4% | $12,309-89.8% |