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 | $290,558 | $118,680+144.8% | $98,907+193.8% | $158,922+82.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 16.81% | 372.35%-355.5pp | 196.43%-179.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,450 | $3,333-26.5% | $2,689-8.9% | $4,761-48.5% |
| Participant deferral / active EE | $9,925 | $5,088+95.1% | $4,244+133.8% | $5,982+65.9% |
| Admin fee / account holder | $1,269 | $10,131-87.5% | $6,642-80.9% | $11,246-88.7% |