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 | $389,902 | $124,425+213.4% | $112,040+248.0% | $137,256+184.1% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.19% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,960 | $3,411-13.2% | $2,954+0.2% | $4,156-28.8% |
| Participant deferral / active EE | $5,515 | $5,718-3.6% | $5,098+8.2% | $6,407-13.9% |
| Admin fee / account holder | $10,002 | $15,207-34.2% | $12,098-17.3% | $12,270-18.5% |