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 | $257,275 | $121,625+111.5% | $104,607+145.9% | $158,922+61.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 16.32% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,231 | $3,163+2.1% | $2,681+20.5% | $4,761-32.1% |
| Participant deferral / active EE | $7,590 | $4,177+81.7% | $3,740+103.0% | $5,982+26.9% |
| Admin fee / account holder | $2,899 | $7,787-62.8% | $6,473-55.2% | $11,246-74.2% |