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 | $303,568 | $817,678-62.9% | $392,568-22.7% | $152,861+98.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.1%-3.1pp | 82.4%-7.4pp |
| Annual return | 22.51% | 22.84%-0.3pp | 24.42%-1.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,589 | $5,502-16.6% | $3,783+21.3% | $4,762-3.6% |
| Participant deferral / active EE | $14,250 | $8,398+69.7% | $5,985+138.1% | $5,850+143.6% |
| Admin fee / account holder | $2,460 | $12,095-79.7% | $6,260-60.7% | $11,596-78.8% |