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 | $250,358 | $165,335+51.4% | $149,696+67.2% | $158,922+57.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 15.00% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,512 | $5,103-11.6% | $4,644-2.8% | $4,761-5.2% |
| Participant deferral / active EE | $11,851 | $7,181+65.0% | $6,842+73.2% | $5,982+98.1% |
| Admin fee / account holder | $1,209 | $10,807-88.8% | $9,309-87.0% | $11,246-89.3% |