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 | $264,975 | $97,125+172.8% | $86,233+207.3% | $137,256+93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.66% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,595 | $2,841+96.9% | $2,504+123.4% | $4,156+34.6% |
| Participant deferral / active EE | $11,578 | $5,180+123.5% | $4,559+154.0% | $6,407+80.7% |
| Admin fee / account holder | $12,017 | $9,725+23.6% | $8,342+44.1% | $12,270-2.1% |