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 | $266,095 | $165,335+60.9% | $149,696+77.8% | $158,922+67.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.37% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,602 | $5,103-29.4% | $4,644-22.4% | $4,761-24.3% |
| Participant deferral / active EE | $14,409 | $7,181+100.7% | $6,842+110.6% | $5,982+140.9% |
| Admin fee / account holder | $1,190 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |