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 | $364,119 | $175,202+107.8% | $149,673+143.3% | $139,434+161.1% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 17.92% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,499 | $5,474-72.6% | $4,818-68.9% | $4,751-68.5% |
| Participant deferral / active EE | $2,416 | $6,519-62.9% | $5,680-57.5% | $6,710-64.0% |
| Admin fee / account holder | $892 | $16,150-94.5% | $13,210-93.2% | $11,403-92.2% |