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 | $281,457 | $165,335+70.2% | $149,696+88.0% | $158,922+77.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.11% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $5,268 | $5,103+3.2% | $4,644+13.4% | $4,761+10.7% |
| Participant deferral / active EE | $10,946 | $7,181+52.4% | $6,842+60.0% | $5,982+83.0% |
| Admin fee / account holder | $18,686 | $10,807+72.9% | $9,309+100.7% | $11,246+66.2% |