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 | $299,657 | $165,335+81.2% | $149,696+100.2% | $158,922+88.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 16.25% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $9,747 | $5,103+91.0% | $4,644+109.9% | $4,761+104.7% |
| Participant deferral / active EE | $11,350 | $7,181+58.0% | $6,842+65.9% | $5,982+89.7% |
| Admin fee / account holder | $6,380 | $10,807-41.0% | $9,309-31.5% | $11,246-43.3% |