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 | $258,610 | $109,359+136.5% | $162,163+59.5% | $72,985+254.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.96% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,582 | $3,907-8.3% | $5,614-36.2% | $2,440+46.8% |
| Participant deferral / active EE | $16,473 | $5,481+200.5% | $7,298+125.7% | $3,607+356.7% |
| Admin fee / account holder | $5,879 | $7,972-26.2% | $10,843-45.8% | $5,124+14.7% |