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 | $299,973 | $111,754+168.4% | $103,333+190.3% | $145,922+105.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.00% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,383 | $4,212-43.4% | $3,868-38.4% | $4,660-48.8% |
| Participant deferral / active EE | $11,892 | $5,619+111.7% | $5,057+135.1% | $6,688+77.8% |
| Admin fee / account holder | $783 | $9,750-92.0% | $8,355-90.6% | $13,397-94.2% |