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 | $338,993 | $118,680+185.6% | $98,907+242.7% | $158,922+113.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 10.69% | 372.35%-361.7pp | 196.43%-185.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,296 | $3,333-61.1% | $2,689-51.8% | $4,761-72.8% |
| Participant deferral / active EE | $3,401 | $5,088-33.1% | $4,244-19.9% | $5,982-43.1% |
| Admin fee / account holder | $5,472 | $10,131-46.0% | $6,642-17.6% | $11,246-51.3% |