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 | $422,621 | $165,335+155.6% | $149,696+182.3% | $158,922+165.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 33.89% | 348.15%-314.3pp | 276.60%-242.7pp | 302.83%-268.9pp |
| Employer contribution / active EE | $3,206 | $5,103-37.2% | $4,644-31.0% | $4,761-32.7% |
| Participant deferral / active EE | $4,169 | $7,181-41.9% | $6,842-39.1% | $5,982-30.3% |
| Admin fee / account holder | $16,952 | $10,807+56.9% | $9,309+82.1% | $11,246+50.7% |