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 | $279,462 | $209,336+33.5% | $197,124+41.8% | $137,256+103.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.82% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,776 | $6,591-12.4% | $6,227-7.2% | $4,156+39.0% |
| Participant deferral / active EE | $14,540 | $9,614+51.2% | $9,135+59.2% | $6,407+127.0% |
| Admin fee / account holder | $13,804 | $17,308-20.2% | $16,298-15.3% | $12,270+12.5% |