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 | $468,164 | $124,425+276.3% | $112,040+317.9% | $137,256+241.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.85% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,392 | $3,411-0.6% | $2,954+14.8% | $4,156-18.4% |
| Participant deferral / active EE | $14,601 | $5,718+155.3% | $5,098+186.4% | $6,407+127.9% |
| Admin fee / account holder | $37,741 | $15,207+148.2% | $12,098+212.0% | $12,270+207.6% |