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 | $328,078 | $172,111+90.6% | $150,298+118.3% | $137,256+139.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.09% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,877 | $4,636-37.9% | $4,154-30.7% | $4,156-30.8% |
| Participant deferral / active EE | $8,877 | $6,166+44.0% | $5,453+62.8% | $6,407+38.6% |
| Admin fee / account holder | $1,980 | $16,471-88.0% | $14,116-86.0% | $12,270-83.9% |