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 | $272,224 | $127,065+114.2% | $113,168+140.5% | $142,382+91.2% |
| Participation rate | 78.3% | 79.2%-0.9pp | 76.6%+1.7pp | 80.1%-1.9pp |
| Annual return | 16.97% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,688 | $3,442+7.2% | $2,975+24.0% | $4,299-14.2% |
| Participant deferral / active EE | $6,714 | $5,716+17.5% | $5,107+31.5% | $6,507+3.2% |
| Admin fee / account holder | $47,910 | $15,736+204.5% | $12,068+297.0% | $12,624+279.5% |