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 6-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 | $303,868 | $106,584+185.1% | $101,326+199.9% | $142,382+113.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.60% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,487 | $3,956-11.8% | $3,665-4.9% | $4,299-18.9% |
| Participant deferral / active EE | $9,913 | $8,297+19.5% | $7,994+24.0% | $6,507+52.3% |
| Admin fee / account holder | $30,331 | $11,446+165.0% | $11,185+171.2% | $12,624+140.3% |