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 | $297,471 | $165,335+79.9% | $149,696+98.7% | $158,922+87.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.43% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $11,799 | $5,103+131.2% | $4,644+154.1% | $4,761+147.8% |
| Participant deferral / active EE | $8,125 | $7,181+13.1% | $6,842+18.8% | $5,982+35.8% |
| Admin fee / account holder | $2,422 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |