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 | $257,165 | $127,065+102.4% | $113,168+127.2% | $142,382+80.6% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 13.15% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,969 | $3,442-13.7% | $2,975-0.2% | $4,299-30.9% |
| Participant deferral / active EE | $4,306 | $5,716-24.7% | $5,107-15.7% | $6,507-33.8% |
| Admin fee / account holder | $6,812 | $15,736-56.7% | $12,068-43.6% | $12,624-46.0% |