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 | $250,235 | $209,411+19.5% | $178,490+40.2% | $158,922+57.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.89% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $8,188 | $5,706+43.5% | $5,011+63.4% | $4,761+72.0% |
| Participant deferral / active EE | $4,639 | $5,954-22.1% | $5,202-10.8% | $5,982-22.4% |
| Admin fee / account holder | $2,141 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |