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 | $495,614 | $214,378+131.2% | $200,582+147.1% | $142,382+248.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 12.88% | 46.41%-33.5pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,269 | $6,841-52.2% | $6,419-49.1% | $4,299-24.0% |
| Participant deferral / active EE | $8,504 | $9,865-13.8% | $9,331-8.9% | $6,507+30.7% |
| Admin fee / account holder | $1,586 | $17,692-91.0% | $16,305-90.3% | $12,624-87.4% |