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 | $271,886 | $148,534+83.0% | $135,903+100.1% | $139,434+95.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.63% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,067 | $5,243-41.5% | $4,856-36.8% | $4,751-35.4% |
| Participant deferral / active EE | $5,102 | $8,100-37.0% | $7,758-34.2% | $6,710-24.0% |
| Admin fee / account holder | $2,541 | $12,400-79.5% | $10,762-76.4% | $11,403-77.7% |