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 | $269,313 | $165,335+62.9% | $149,696+79.9% | $158,922+69.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.01% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $8,333 | $5,103+63.3% | $4,644+79.4% | $4,761+75.0% |
| Participant deferral / active EE | $3,269 | $7,181-54.5% | $6,842-52.2% | $5,982-45.4% |
| Admin fee / account holder | $1,722 | $10,807-84.1% | $9,309-81.5% | $11,246-84.7% |