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 | $260,878 | $100,852+158.7% | $90,404+188.6% | $158,922+64.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 12.33% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,809 | $3,689-51.0% | $3,262-44.6% | $4,761-62.0% |
| Participant deferral / active EE | $7,261 | $4,348+67.0% | $3,963+83.2% | $5,982+21.4% |
| Admin fee / account holder | $21,904 | $6,501+236.9% | $5,611+290.4% | $11,246+94.8% |