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 | $417,192 | $157,256+165.3% | $141,162+195.5% | $152,861+172.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.50% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,171 | $5,261-77.7% | $4,735-75.3% | $4,762-75.4% |
| Participant deferral / active EE | $9,363 | $7,109+31.7% | $6,709+39.6% | $5,850+60.0% |
| Admin fee / account holder | $17,043 | $12,120+40.6% | $10,261+66.1% | $11,596+47.0% |