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 | $447,592 | $111,814+300.3% | $103,374+333.0% | $145,959+206.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.89%-13.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,070 | $4,214-50.9% | $3,869-46.5% | $4,661-55.6% |
| Participant deferral / active EE | $26,750 | $5,618+376.1% | $5,058+428.9% | $6,689+299.9% |
| Admin fee / account holder | $3,036 | $9,754-68.9% | $8,394-63.8% | $13,398-77.3% |