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 | $663,484 | $217,402+205.2% | $185,823+257.1% | $167,490+296.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 26.31% | 148.36%-122.0pp | 122.05%-95.7pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,408 | $5,873-76.0% | $5,167-72.7% | $4,837-70.9% |
| Participant deferral / active EE | $3,000 | $6,356-52.8% | $5,568-46.1% | $6,341-52.7% |
| Admin fee / account holder | $4,154 | $19,811-79.0% | $16,237-74.4% | $12,309-66.3% |