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 | $283,783 | $106,515+166.4% | $96,683+193.5% | $139,434+103.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.27% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,102 | $4,103+24.3% | $3,737+36.5% | $4,751+7.4% |
| Participant deferral / active EE | $7,524 | $5,454+38.0% | $4,878+54.2% | $6,710+12.1% |
| Admin fee / account holder | $31,558 | $7,877+300.6% | $6,730+368.9% | $11,403+176.8% |