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 | $380,845 | $154,228+146.9% | $145,433+161.9% | $137,256+177.5% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 13.29% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,557 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $6,694 | $8,216-18.5% | $7,897-15.2% | $6,407+4.5% |
| Admin fee / account holder | $26,710 | $14,344+86.2% | $13,129+103.4% | $12,270+117.7% |