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 | $441,617 | $148,534+197.3% | $135,903+225.0% | $139,434+216.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 18.59% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $10,469 | $5,243+99.7% | $4,856+115.6% | $4,751+120.4% |
| Participant deferral / active EE | $15,127 | $8,100+86.7% | $7,758+95.0% | $6,710+125.4% |
| Admin fee / account holder | $2,169 | $12,400-82.5% | $10,762-79.8% | $11,403-81.0% |