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 | $251,272 | $185,822+35.2% | $169,993+47.8% | $139,434+80.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.54% | 60.50%-34.0pp | 53.37%-26.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,843 | $7,590-62.5% | $6,785-58.1% | $4,751-40.1% |
| Participant deferral / active EE | $3,867 | $11,622-66.7% | $10,408-62.8% | $6,710-42.4% |
| Admin fee / account holder | $4,629 | $15,381-69.9% | $12,815-63.9% | $11,403-59.4% |