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 | $251,666 | $165,335+52.2% | $149,696+68.1% | $158,922+58.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,973 | $5,103-41.7% | $4,644-36.0% | $4,761-37.6% |
| Participant deferral / active EE | $11,644 | $7,181+62.1% | $6,842+70.2% | $5,982+94.6% |
| Admin fee / account holder | $1,654 | $10,807-84.7% | $9,309-82.2% | $11,246-85.3% |