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 | $260,757 | $165,335+57.7% | $149,696+74.2% | $158,922+64.1% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,921 | $5,103-42.8% | $4,644-37.1% | $4,761-38.6% |
| Participant deferral / active EE | $6,775 | $7,181-5.7% | $6,842-1.0% | $5,982+13.3% |
| Admin fee / account holder | $30,497 | $10,807+182.2% | $9,309+227.6% | $11,246+171.2% |