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 | $378,583 | $183,592+106.2% | $155,567+143.4% | $145,959+159.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.97% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $4,322 | $5,315-18.7% | $4,674-7.5% | $4,661-7.3% |
| Participant deferral / active EE | $8,912 | $6,464+37.9% | $5,628+58.4% | $6,689+33.2% |
| Admin fee / account holder | $9,440 | $19,318-51.1% | $15,916-40.7% | $13,398-29.5% |