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 | $289,296 | $100,970+186.5% | $96,576+199.6% | $137,256+110.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 14.99% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,362 | $3,809+14.5% | $3,553+22.8% | $4,156+5.0% |
| Participant deferral / active EE | $10,013 | $8,286+20.8% | $7,956+25.8% | $6,407+56.3% |
| Admin fee / account holder | $3,022 | $11,312-73.3% | $11,381-73.4% | $12,270-75.4% |