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 | $298,076 | $148,534+100.7% | $135,903+119.3% | $139,434+113.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 12.15% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,896 | $5,243-63.8% | $4,856-60.9% | $4,751-60.1% |
| Participant deferral / active EE | $5,338 | $8,100-34.1% | $7,758-31.2% | $6,710-20.5% |
| Admin fee / account holder | $3,301 | $12,400-73.4% | $10,762-69.3% | $11,403-71.1% |