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 | $326,910 | $148,534+120.1% | $135,903+140.5% | $139,434+134.5% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.55% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,636 | $5,243-49.7% | $4,856-45.7% | $4,751-44.5% |
| Participant deferral / active EE | $5,387 | $8,100-33.5% | $7,758-30.6% | $6,710-19.7% |
| Admin fee / account holder | $1,801 | $12,400-85.5% | $10,762-83.3% | $11,403-84.2% |