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 | $261,712 | $127,264+105.6% | $109,895+138.1% | $167,490+56.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 24.60% | 22.97%+1.6pp | 29.45%-4.9pp | 478.56%-454.0pp |
| Employer contribution / active EE | $6,241 | $3,322+87.9% | $2,842+119.6% | $4,837+29.0% |
| Participant deferral / active EE | $5,752 | $4,514+27.4% | $4,048+42.1% | $6,341-9.3% |
| Admin fee / account holder | $23,905 | $7,114+236.0% | $6,066+294.1% | $12,309+94.2% |