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 | $357,756 | $148,534+140.9% | $135,903+163.2% | $139,434+156.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.79% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,943 | $5,243-43.9% | $4,856-39.4% | $4,751-38.0% |
| Participant deferral / active EE | $15,474 | $8,100+91.0% | $7,758+99.5% | $6,710+130.6% |
| Admin fee / account holder | $2,418 | $12,400-80.5% | $10,762-77.5% | $11,403-78.8% |