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 | $439,320 | $100,773+335.9% | $88,946+393.9% | $142,382+208.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.57% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,506 | $2,918-14.1% | $2,555-1.9% | $4,299-41.7% |
| Participant deferral / active EE | $9,919 | $5,230+89.6% | $4,581+116.5% | $6,507+52.4% |
| Admin fee / account holder | $1,934 | $9,693-80.0% | $8,261-76.6% | $12,624-84.7% |