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 | $274,838 | $165,335+66.2% | $149,696+83.6% | $158,922+72.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.11% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,475 | $5,103-31.9% | $4,644-25.2% | $4,761-27.0% |
| Participant deferral / active EE | $8,522 | $7,181+18.7% | $6,842+24.6% | $5,982+42.5% |
| Admin fee / account holder | $2,000 | $10,807-81.5% | $9,309-78.5% | $11,246-82.2% |