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 | $386,040 | $178,174+116.7% | $156,181+147.2% | $137,256+181.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 13.62% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,361 | $4,972-12.3% | $4,294+1.6% | $4,156+4.9% |
| Participant deferral / active EE | $7,598 | $6,888+10.3% | $6,132+23.9% | $6,407+18.6% |
| Admin fee / account holder | $87,445 | $17,404+402.4% | $14,586+499.5% | $12,270+612.7% |