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 | $270,607 | $105,126+157.4% | $94,646+185.9% | $139,434+94.1% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.8pp |
| Annual return | 16.31% | 38.03%-21.7pp | 156.71%-140.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,757 | $7,599-11.1% | $7,418-8.9% | $6,710+0.7% |
| Admin fee / account holder | $3,466 | $8,984-61.4% | $7,231-52.1% | $11,403-69.6% |