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 | $273,960 | $165,335+65.7% | $149,696+83.0% | $158,922+72.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.66% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $9,144 | $5,103+79.2% | $4,644+96.9% | $4,761+92.1% |
| Participant deferral / active EE | $18,229 | $7,181+153.8% | $6,842+166.4% | $5,982+204.7% |
| Admin fee / account holder | $7,186 | $10,807-33.5% | $9,309-22.8% | $11,246-36.1% |