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 | $293,672 | $214,378+37.0% | $200,582+46.4% | $142,382+106.3% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 13.12% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,183 | $9,865-57.6% | $9,331-55.2% | $6,507-35.7% |
| Admin fee / account holder | $5,897 | $17,692-66.7% | $16,305-63.8% | $12,624-53.3% |