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 | $394,785 | $154,117+156.2% | $129,995+203.7% | $139,434+183.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $6,332 | $5,289+19.7% | $4,320+46.6% | $4,751+33.3% |
| Participant deferral / active EE | $5,652 | $6,710-15.8% | $5,820-2.9% | $6,710-15.8% |
| Admin fee / account holder | $10,278 | $14,007-26.6% | $10,614-3.2% | $11,403-9.9% |