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 | $293,420 | $116,167+152.6% | $64,489+355.0% | $137,256+113.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 11.47% | 36.55%-25.1pp | 55.03%-43.6pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,546 | $2,483+2.6% | $1,523+67.2% | $4,156-38.7% |
| Participant deferral / active EE | $7,917 | $4,215+87.8% | $2,778+185.0% | $6,407+23.6% |
| Admin fee / account holder | $2,040 | $6,188-67.0% | $4,260-52.1% | $12,270-83.4% |