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 | $572,309 | $175,202+226.7% | $149,673+282.4% | $139,434+310.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 31.25% | 166.71%-135.5pp | 134.42%-103.2pp | 372.94%-341.7pp |
| Employer contribution / active EE | $2,067 | $5,474-62.2% | $4,818-57.1% | $4,751-56.5% |
| Participant deferral / active EE | $4,543 | $6,519-30.3% | $5,680-20.0% | $6,710-32.3% |
| Admin fee / account holder | $1,856 | $16,150-88.5% | $13,210-85.9% | $11,403-83.7% |