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 | $273,619 | $135,952+101.3% | $123,892+120.9% | $273,961-0.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.85% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,688 | $5,170-9.3% | $4,617+1.5% | $4,869-3.7% |
| Participant deferral / active EE | $8,010 | $6,343+26.3% | $5,984+33.9% | $5,287+51.5% |
| Admin fee / account holder | $45,922 | $9,817+367.8% | $8,357+449.5% | $10,132+353.2% |