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 | $285,489 | $177,572+60.8% | $154,803+84.4% | $142,382+100.5% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 12.42% | 65.07%-52.6pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,806 | $4,810-62.5% | $4,305-58.1% | $4,299-58.0% |
| Participant deferral / active EE | $5,499 | $6,272-12.3% | $5,540-0.8% | $6,507-15.5% |
| Admin fee / account holder | $1,255 | $16,786-92.5% | $14,329-91.2% | $12,624-90.1% |