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 | $290,010 | $114,381+153.5% | $107,525+169.7% | $142,382+103.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 15.90% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,241 | $4,015-44.2% | $3,754-40.3% | $4,299-47.9% |
| Participant deferral / active EE | $5,864 | $5,564+5.4% | $5,116+14.6% | $6,507-9.9% |
| Admin fee / account holder | $3,311 | $9,860-66.4% | $8,919-62.9% | $12,624-73.8% |