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 | $482,735 | $124,425+288.0% | $112,040+330.9% | $137,256+251.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 10.78% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,223 | $3,411-5.5% | $2,954+9.1% | $4,156-22.5% |
| Participant deferral / active EE | $9,225 | $5,718+61.3% | $5,098+81.0% | $6,407+44.0% |
| Admin fee / account holder | $11,126 | $15,207-26.8% | $12,098-8.0% | $12,270-9.3% |