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 | $441,061 | $165,335+166.8% | $149,696+194.6% | $158,922+177.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 25.61% | 348.15%-322.5pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,065 | $5,103-59.5% | $4,644-55.5% | $4,761-56.6% |
| Participant deferral / active EE | $11,591 | $7,181+61.4% | $6,842+69.4% | $5,982+93.8% |
| Admin fee / account holder | $8,257 | $10,807-23.6% | $9,309-11.3% | $11,246-26.6% |