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 | $341,393 | $214,378+59.2% | $200,582+70.2% | $142,382+139.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.54% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,293 | $6,841-22.6% | $6,419-17.5% | $4,299+23.1% |
| Participant deferral / active EE | $12,313 | $9,865+24.8% | $9,331+32.0% | $6,507+89.2% |
| Admin fee / account holder | $15,536 | $17,692-12.2% | $16,305-4.7% | $12,624+23.1% |