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 | $270,920 | $154,117+75.8% | $129,995+108.4% | $139,434+94.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.51% | 32.48%-11.0pp | -137.18%+158.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,733 | $5,289-29.4% | $4,320-13.6% | $4,751-21.4% |
| Participant deferral / active EE | $4,424 | $6,710-34.1% | $5,820-24.0% | $6,710-34.1% |
| Admin fee / account holder | $9,493 | $14,007-32.2% | $10,614-10.6% | $11,403-16.7% |