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 | $307,544 | $138,065+122.8% | $123,544+148.9% | $135,375+127.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 4.36% | 153.68%-149.3pp | 119.20%-114.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $3,439 | $5,151-33.3% | $4,628-25.7% | $4,779-28.0% |
| Participant deferral / active EE | $5,202 | $6,799-23.5% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $34,103 | $10,916+212.4% | $9,284+267.3% | $10,827+215.0% |