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 | $328,633 | $108,919+201.7% | $100,391+227.4% | $145,922+125.2% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 13.94% | 57.88%-43.9pp | 49.20%-35.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,240 | $4,419-26.7% | $3,942-17.8% | $4,660-30.5% |
| Participant deferral / active EE | $11,294 | $8,445+33.7% | $8,082+39.7% | $6,688+68.9% |
| Admin fee / account holder | $70,755 | $9,689+630.3% | $7,899+795.7% | $13,397+428.1% |