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 | $367,635 | $99,020+271.3% | $86,590+324.6% | $147,584+149.1% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 15.79% | 1312.34%-1296.5pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,402 | $3,132-55.2% | $2,839-50.6% | $4,876-71.2% |
| Participant deferral / active EE | $4,973 | $3,972+25.2% | $3,609+37.8% | $5,439-8.6% |
| Admin fee / account holder | $2,759 | $5,710-51.7% | $4,906-43.8% | $10,885-74.7% |