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 | $272,719 | $227,553+19.8% | $189,557+43.9% | $167,490+62.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.61% | 78.40%-62.8pp | 64.17%-48.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $10,905 | $5,316+105.1% | $4,412+147.1% | $4,837+125.4% |
| Participant deferral / active EE | $7,038 | $7,002+0.5% | $6,174+14.0% | $6,341+11.0% |
| Admin fee / account holder | $1,809 | $11,878-84.8% | $9,807-81.6% | $12,309-85.3% |