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 | $359,697 | $148,534+142.2% | $135,903+164.7% | $139,434+158.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.46% | 79.19%-50.7pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,319 | $5,243-36.7% | $4,856-31.7% | $4,751-30.1% |
| Participant deferral / active EE | $8,630 | $8,100+6.5% | $7,758+11.2% | $6,710+28.6% |
| Admin fee / account holder | $30,108 | $12,400+142.8% | $10,762+179.8% | $11,403+164.0% |