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 | $265,805 | $175,202+51.7% | $149,673+77.6% | $139,434+90.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.97% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,874 | $5,474-65.8% | $4,818-61.1% | $4,751-60.6% |
| Participant deferral / active EE | $5,625 | $6,519-13.7% | $5,680-1.0% | $6,710-16.2% |
| Admin fee / account holder | $1,398 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |