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 | $335,124 | $165,335+102.7% | $149,696+123.9% | $158,922+110.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.70% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,471 | $5,103-32.0% | $4,644-25.3% | $4,761-27.1% |
| Participant deferral / active EE | $6,498 | $7,181-9.5% | $6,842-5.0% | $5,982+8.6% |
| Admin fee / account holder | $27,350 | $10,807+153.1% | $9,309+193.8% | $11,246+143.2% |