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 | $425,181 | $165,984+156.2% | $164,813+158.0% | $145,922+191.4% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 8.91% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,504 | $5,273-33.6% | $4,341-19.3% | $4,660-24.8% |
| Participant deferral / active EE | $5,539 | $6,959-20.4% | $6,031-8.2% | $6,688-17.2% |
| Admin fee / account holder | $45,383 | $16,648+172.6% | $12,690+257.6% | $13,397+238.8% |