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 | $285,467 | $106,515+168.0% | $96,683+195.3% | $139,434+104.7% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 20.39% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,128 | $4,103-48.1% | $3,737-43.1% | $4,751-55.2% |
| Participant deferral / active EE | $6,522 | $5,454+19.6% | $4,878+33.7% | $6,710-2.8% |
| Admin fee / account holder | $6,198 | $7,877-21.3% | $6,730-7.9% | $11,403-45.6% |