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 | $283,670 | $106,515+166.3% | $96,683+193.4% | $139,434+103.4% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 24.75% | 38.43%-13.7pp | 35.69%-10.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $9,945 | $4,103+142.4% | $3,737+166.1% | $4,751+109.3% |
| Participant deferral / active EE | $8,875 | $5,454+62.7% | $4,878+81.9% | $6,710+32.3% |
| Admin fee / account holder | $12,547 | $7,877+59.3% | $6,730+86.5% | $11,403+10.0% |