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 | $255,444 | $165,584+54.3% | $142,942+78.7% | $137,256+86.1% |
| Participation rate | 70.6% | 80.1%-9.5pp | 76.8%-6.2pp | 80.0%-9.4pp |
| Annual return | 11.27% | 164.22%-153.0pp | 113.70%-102.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,062 | $8,194+22.8% | $7,128+41.2% | $6,407+57.0% |
| Admin fee / account holder | $9,801 | $16,167-39.4% | $12,475-21.4% | $12,270-20.1% |