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 | $298,695 | $127,065+135.1% | $113,168+163.9% | $142,382+109.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.96% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,615 | $3,442-53.1% | $2,975-45.7% | $4,299-62.4% |
| Participant deferral / active EE | $5,044 | $5,716-11.8% | $5,107-1.2% | $6,507-22.5% |
| Admin fee / account holder | $1,101 | $15,736-93.0% | $12,068-90.9% | $12,624-91.3% |