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 | $260,013 | $165,335+57.3% | $149,696+73.7% | $158,922+63.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.37% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $8,124 | $5,103+59.2% | $4,644+74.9% | $4,761+70.6% |
| Participant deferral / active EE | $7,141 | $7,181-0.6% | $6,842+4.4% | $5,982+19.4% |
| Admin fee / account holder | $31,974 | $10,807+195.9% | $9,309+243.5% | $11,246+184.3% |