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 | $271,973 | $148,534+83.1% | $135,903+100.1% | $139,434+95.1% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 17.31% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,652 | $5,243-30.3% | $4,856-24.8% | $4,751-23.1% |
| Participant deferral / active EE | $8,088 | $8,100-0.2% | $7,758+4.3% | $6,710+20.5% |
| Admin fee / account holder | $1,499 | $12,400-87.9% | $10,762-86.1% | $11,403-86.9% |