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 | $271,956 | $154,117+76.5% | $129,995+109.2% | $139,434+95.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.95% | 32.48%-16.5pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,739 | $5,289+27.4% | $4,320+56.0% | $4,751+41.8% |
| Participant deferral / active EE | $5,306 | $6,710-20.9% | $5,820-8.8% | $6,710-20.9% |
| Admin fee / account holder | $8,357 | $14,007-40.3% | $10,614-21.3% | $11,403-26.7% |