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 | $281,271 | $99,341+183.1% | $84,750+231.9% | $273,961+2.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.27% | 22.93%-19.7pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $25,140 | $4,214+496.6% | $3,574+603.4% | $4,869+416.4% |
| Participant deferral / active EE | $1,667 | $4,269-61.0% | $3,712-55.1% | $5,287-68.5% |
| Admin fee / account holder | $11,888 | $6,644+78.9% | $5,332+123.0% | $10,132+17.3% |