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 | $407,219 | $162,781+150.2% | $133,956+204.0% | $158,922+156.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 13.92% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,529 | $4,975+11.1% | $3,919+41.1% | $4,761+16.1% |
| Participant deferral / active EE | $9,006 | $5,911+52.4% | $5,048+78.4% | $5,982+50.5% |
| Admin fee / account holder | $5,849 | $11,736-50.2% | $8,927-34.5% | $11,246-48.0% |