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 | $255,380 | $165,335+54.5% | $149,696+70.6% | $158,922+60.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 11.04% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $15,714 | $5,103+208.0% | $4,644+238.4% | $4,761+230.1% |
| Participant deferral / active EE | $10,216 | $7,181+42.3% | $6,842+49.3% | $5,982+70.8% |
| Admin fee / account holder | $9,472 | $10,807-12.3% | $9,309+1.8% | $11,246-15.8% |