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 | $488,031 | $127,065+284.1% | $113,168+331.2% | $142,382+242.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.86% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,382 | $3,442-1.8% | $2,975+13.7% | $4,299-21.3% |
| Participant deferral / active EE | $7,183 | $5,716+25.7% | $5,107+40.7% | $6,507+10.4% |
| Admin fee / account holder | $239,177 | $15,736+1419.9% | $12,068+1882.0% | $12,624+1794.7% |