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 | $265,288 | $118,450+124.0% | $98,439+169.5% | $139,434+90.3% |
| Participation rate | 86.7% | 77.4%+9.2pp | 75.2%+11.5pp | 80.3%+6.3pp |
| Annual return | 19.25% | 18.94%+0.3pp | 21.16%-1.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,542 | $3,609-57.3% | $3,048-49.4% | $4,751-67.5% |
| Participant deferral / active EE | $9,115 | $5,392+69.1% | $4,738+92.4% | $6,710+35.8% |
| Admin fee / account holder | $2,687 | $14,026-80.8% | $8,948-70.0% | $11,403-76.4% |