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 | $334,507 | $165,335+102.3% | $149,696+123.5% | $158,922+110.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.90% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,097 | $5,103-78.5% | $4,644-76.4% | $4,761-77.0% |
| Participant deferral / active EE | $3,536 | $7,181-50.8% | $6,842-48.3% | $5,982-40.9% |
| Admin fee / account holder | $7,817 | $10,807-27.7% | $9,309-16.0% | $11,246-30.5% |