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 | $254,803 | $165,335+54.1% | $149,696+70.2% | $158,922+60.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.18% | 348.15%-338.0pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $14,496 | $5,103+184.1% | $4,644+212.1% | $4,761+204.5% |
| Participant deferral / active EE | $2,632 | $7,181-63.3% | $6,842-61.5% | $5,982-56.0% |
| Admin fee / account holder | $14,112 | $10,807+30.6% | $9,309+51.6% | $11,246+25.5% |