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 | $266,373 | $210,408+26.6% | $153,485+73.5% | $145,922+82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.39% | 13.37%+4.0pp | 15.65%+1.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,227 | $6,048-46.6% | $5,039-36.0% | $4,660-30.8% |
| Participant deferral / active EE | $11,504 | $7,975+44.2% | $6,757+70.2% | $6,688+72.0% |
| Admin fee / account holder | $2,558 | $19,419-86.8% | $12,724-79.9% | $13,397-80.9% |