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 | $253,661 | $97,744+159.5% | $103,476+145.1% | $145,922+73.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 10.94% | 25.41%-14.5pp | 23.90%-13.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,192 | $4,677+32.4% | $4,672+32.5% | $4,660+32.9% |
| Participant deferral / active EE | $4,368 | $6,603-33.9% | $6,623-34.0% | $6,688-34.7% |
| Admin fee / account holder | $6,792 | $12,515-45.7% | $9,413-27.8% | $13,397-49.3% |