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 | $260,460 | $227,553+14.5% | $189,557+37.4% | $167,490+55.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.65% | 78.40%-65.7pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,203 | $5,316-39.8% | $4,412-27.4% | $4,837-33.8% |
| Participant deferral / active EE | $2,050 | $7,002-70.7% | $6,174-66.8% | $6,341-67.7% |
| Admin fee / account holder | $2,148 | $11,878-81.9% | $9,807-78.1% | $12,309-82.6% |