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 | $349,809 | $177,572+97.0% | $154,803+126.0% | $142,382+145.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.74% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,390 | $4,810-50.3% | $4,305-44.5% | $4,299-44.4% |
| Participant deferral / active EE | $6,537 | $6,272+4.2% | $5,540+18.0% | $6,507+0.5% |
| Admin fee / account holder | $2,837 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |