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 | $255,960 | $165,335+54.8% | $149,696+71.0% | $158,922+61.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 16.32% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,707 | $5,103-27.3% | $4,644-20.2% | $4,761-22.1% |
| Participant deferral / active EE | $11,923 | $7,181+66.0% | $6,842+74.3% | $5,982+99.3% |
| Admin fee / account holder | $1,304 | $10,807-87.9% | $9,309-86.0% | $11,246-88.4% |