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 | $333,041 | $162,781+104.6% | $133,956+148.6% | $158,922+109.6% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 10.26% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,444 | $4,975-50.9% | $3,919-37.6% | $4,761-48.7% |
| Participant deferral / active EE | $5,049 | $5,911-14.6% | $5,0480% | $5,982-15.6% |
| Admin fee / account holder | $18,358 | $11,736+56.4% | $8,927+105.6% | $11,246+63.2% |