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 | $461,510 | $175,202+163.4% | $149,673+208.3% | $139,434+231.0% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 12.96% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,544 | $5,474-53.5% | $4,818-47.2% | $4,751-46.5% |
| Participant deferral / active EE | $6,255 | $6,519-4.0% | $5,680+10.1% | $6,710-6.8% |
| Admin fee / account holder | $14,039 | $16,150-13.1% | $13,210+6.3% | $11,403+23.1% |