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 | $270,519 | $165,335+63.6% | $149,696+80.7% | $158,922+70.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.15% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,963 | $5,103-22.3% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $12,079 | $7,181+68.2% | $6,842+76.5% | $5,982+101.9% |
| Admin fee / account holder | $2,848 | $10,807-73.6% | $9,309-69.4% | $11,246-74.7% |