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 | $348,520 | $172,111+102.5% | $150,298+131.9% | $137,256+153.9% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 13.29% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,902 | $4,636-59.0% | $4,154-54.2% | $4,156-54.2% |
| Participant deferral / active EE | $4,413 | $6,166-28.4% | $5,453-19.1% | $6,407-31.1% |
| Admin fee / account holder | $9,285 | $16,471-43.6% | $14,116-34.2% | $12,270-24.3% |