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 | $281,227 | $209,336+34.3% | $197,124+42.7% | $137,256+104.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.62% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,186 | $6,591-6.1% | $6,227-0.7% | $4,156+48.8% |
| Participant deferral / active EE | $18,676 | $9,614+94.3% | $9,135+104.4% | $6,407+191.5% |
| Admin fee / account holder | $1,425 | $17,308-91.8% | $16,298-91.3% | $12,270-88.4% |