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 | $439,288 | $165,335+165.7% | $149,696+193.5% | $158,922+176.4% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 17.47% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,313 | $5,103-15.5% | $4,644-7.1% | $4,761-9.4% |
| Participant deferral / active EE | $11,332 | $7,181+57.8% | $6,842+65.6% | $5,982+89.4% |
| Admin fee / account holder | $2,372 | $10,807-78.1% | $9,309-74.5% | $11,246-78.9% |