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 | $282,327 | $124,319+127.1% | $111,297+153.7% | $167,490+68.6% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 17.45% | 37.44%-20.0pp | 54.65%-37.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,273 | $3,435-33.8% | $2,731-16.8% | $4,837-53.0% |
| Participant deferral / active EE | $2,561 | $5,180-50.6% | $4,487-42.9% | $6,341-59.6% |
| Admin fee / account holder | $1,733 | $10,618-83.7% | $7,964-78.2% | $12,309-85.9% |