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 | $366,463 | $154,228+137.6% | $145,433+152.0% | $137,256+167.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,556 | $4,804-67.6% | $4,554-65.8% | $4,156-62.6% |
| Participant deferral / active EE | $17,045 | $8,216+107.5% | $7,897+115.8% | $6,407+166.1% |
| Admin fee / account holder | $86,035 | $14,344+499.8% | $13,129+555.3% | $12,270+601.2% |