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 | $304,281 | $111,754+172.3% | $103,333+194.5% | $145,922+108.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 17.01% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,252 | $4,212+0.9% | $3,868+9.9% | $4,660-8.8% |
| Participant deferral / active EE | $12,964 | $5,619+130.7% | $5,057+156.3% | $6,688+93.8% |
| Admin fee / account holder | $10,084 | $9,750+3.4% | $8,355+20.7% | $13,397-24.7% |