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 | $402,537 | $148,534+171.0% | $135,903+196.2% | $139,434+188.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.73% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,487 | $5,243-71.6% | $4,856-69.4% | $4,751-68.7% |
| Participant deferral / active EE | $14,173 | $8,100+75.0% | $7,758+82.7% | $6,710+111.2% |
| Admin fee / account holder | $3,078 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |