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 | $274,324 | $88,707+209.2% | $74,183+269.8% | $273,961+0.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.50% | 11.94%-8.4pp | 17.74%-14.2pp | 41.45%-38.0pp |
| Employer contribution / active EE | $4,873 | $3,159+54.2% | $2,370+105.6% | $4,869+0.1% |
| Participant deferral / active EE | $2,509 | $4,212-40.4% | $3,550-29.3% | $5,287-52.5% |
| Admin fee / account holder | $2,619 | $8,717-70.0% | $5,586-53.1% | $10,132-74.2% |