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 | $446,892 | $154,228+189.8% | $145,433+207.3% | $137,256+225.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.55% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,135 | $4,804-55.6% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $8,743 | $8,216+6.4% | $7,897+10.7% | $6,407+36.5% |
| Admin fee / account holder | $20,843 | $14,344+45.3% | $13,129+58.8% | $12,270+69.9% |