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 | $260,673 | $124,185+109.9% | $108,410+140.5% | $167,490+55.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 12.71% | 1379.64%-1366.9pp | 905.27%-892.6pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,857 | $6,908+13.7% | $6,563+19.7% | $6,341+23.9% |
| Admin fee / account holder | $5,435 | $9,455-42.5% | $7,295-25.5% | $12,309-55.8% |