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 | $300,869 | $127,065+136.8% | $113,168+165.9% | $142,382+111.3% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 16.87% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,582 | $3,442+178.4% | $2,975+222.1% | $4,299+122.9% |
| Participant deferral / active EE | $6,926 | $5,716+21.2% | $5,107+35.6% | $6,507+6.4% |
| Admin fee / account holder | $41,614 | $15,736+164.5% | $12,068+244.8% | $12,624+229.7% |