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 | $315,754 | $148,534+112.6% | $135,903+132.3% | $139,434+126.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.25% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,043 | $5,243-61.0% | $4,856-57.9% | $4,751-57.0% |
| Participant deferral / active EE | $6,883 | $8,100-15.0% | $7,758-11.3% | $6,710+2.6% |
| Admin fee / account holder | $6,859 | $12,400-44.7% | $10,762-36.3% | $11,403-39.8% |