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 | $262,529 | $127,065+106.6% | $113,168+132.0% | $142,382+84.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 11.13% | 24.03%-12.9pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,362 | $3,442-2.3% | $2,975+13.0% | $4,299-21.8% |
| Participant deferral / active EE | $7,028 | $5,716+23.0% | $5,107+37.6% | $6,507+8.0% |
| Admin fee / account holder | $7,235 | $15,736-54.0% | $12,068-40.1% | $12,624-42.7% |