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 | $291,398 | $165,335+76.2% | $149,696+94.7% | $158,922+83.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 11.24% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,940 | $5,103-42.4% | $4,644-36.7% | $4,761-38.3% |
| Participant deferral / active EE | $10,673 | $7,181+48.6% | $6,842+56.0% | $5,982+78.4% |
| Admin fee / account holder | $3,566 | $10,807-67.0% | $9,309-61.7% | $11,246-68.3% |