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 | $273,061 | $165,335+65.2% | $149,696+82.4% | $158,922+71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.55% | 348.15%-339.6pp | 276.60%-268.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,097 | $5,103-39.3% | $4,644-33.3% | $4,761-35.0% |
| Participant deferral / active EE | $14,492 | $7,181+101.8% | $6,842+111.8% | $5,982+142.3% |
| Admin fee / account holder | $6,062 | $10,807-43.9% | $9,309-34.9% | $11,246-46.1% |