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 | $279,539 | $228,332+22.4% | $185,823+50.4% | $158,922+75.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 11.55% | 40.80%-29.3pp | 35.95%-24.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $12,625 | $4,967+154.2% | $4,087+208.9% | $4,761+165.2% |
| Participant deferral / active EE | $12,500 | $6,415+94.9% | $5,632+121.9% | $5,982+109.0% |
| Admin fee / account holder | $1,054 | $11,864-91.1% | $9,500-88.9% | $11,246-90.6% |