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 | $263,079 | $165,335+59.1% | $149,696+75.7% | $158,922+65.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.37% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,587 | $5,103-68.9% | $4,644-65.8% | $4,761-66.7% |
| Participant deferral / active EE | $4,181 | $7,181-41.8% | $6,842-38.9% | $5,982-30.1% |
| Admin fee / account holder | $1,540 | $10,807-85.7% | $9,309-83.5% | $11,246-86.3% |