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 | $267,877 | $148,534+80.3% | $135,903+97.1% | $139,434+92.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.78% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,220 | $5,243-57.7% | $4,856-54.3% | $4,751-53.3% |
| Participant deferral / active EE | $7,896 | $8,100-2.5% | $7,758+1.8% | $6,710+17.7% |
| Admin fee / account holder | $1,171 | $12,400-90.6% | $10,762-89.1% | $11,403-89.7% |