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 | $518,784 | $178,174+191.2% | $156,181+232.2% | $137,256+278.0% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.8%+2.1pp | 80.0%+1.0pp |
| Annual return | 14.12% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,345 | $6,888+35.7% | $6,132+52.4% | $6,407+45.9% |
| Admin fee / account holder | $52,214 | $17,404+200.0% | $14,586+258.0% | $12,270+325.5% |