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 | $261,370 | $165,984+57.5% | $164,813+58.6% | $145,922+79.1% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.6%-4.7pp | 80.3%-6.4pp |
| Annual return | 12.71% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,355 | $5,273-55.3% | $4,341-45.7% | $4,660-49.5% |
| Participant deferral / active EE | $6,632 | $6,959-4.7% | $6,031+10.0% | $6,688-0.8% |
| Admin fee / account holder | $6,065 | $16,648-63.6% | $12,690-52.2% | $13,397-54.7% |