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 | $294,462 | $165,335+78.1% | $149,696+96.7% | $158,922+85.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.77% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,163 | $5,103-77.2% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $8,457 | $7,181+17.8% | $6,842+23.6% | $5,982+41.4% |
| Admin fee / account holder | $30,587 | $10,807+183.0% | $9,309+228.6% | $11,246+172.0% |