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 | $258,050 | $148,534+73.7% | $135,903+89.9% | $139,434+85.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.63% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,227 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $8,036 | $8,100-0.8% | $7,758+3.6% | $6,710+19.8% |
| Admin fee / account holder | $65,155 | $12,400+425.5% | $10,762+505.4% | $11,403+471.4% |