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 | $550,268 | $154,228+256.8% | $145,433+278.4% | $137,256+300.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.02% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,971 | $4,804-59.0% | $4,554-56.7% | $4,156-52.6% |
| Participant deferral / active EE | $4,244 | $8,216-48.4% | $7,897-46.3% | $6,407-33.8% |
| Admin fee / account holder | $3,374 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |