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 | $335,709 | $148,534+126.0% | $135,903+147.0% | $139,434+140.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.72% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,675 | $5,243-29.9% | $4,856-24.3% | $4,751-22.6% |
| Participant deferral / active EE | $11,581 | $8,100+43.0% | $7,758+49.3% | $6,710+72.6% |
| Admin fee / account holder | $1,706 | $12,400-86.2% | $10,762-84.2% | $11,403-85.0% |