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 | $429,123 | $209,411+104.9% | $178,490+140.4% | $158,922+170.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 11.27% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,160 | $5,706-44.6% | $5,011-36.9% | $4,761-33.6% |
| Participant deferral / active EE | $11,579 | $5,954+94.5% | $5,202+122.6% | $5,982+93.6% |
| Admin fee / account holder | $27,585 | $17,074+61.6% | $13,984+97.3% | $11,246+145.3% |