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 | $273,339 | $97,125+181.4% | $86,233+217.0% | $137,256+99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.60% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,048 | $2,841+7.3% | $2,504+21.7% | $4,156-26.7% |
| Participant deferral / active EE | $5,496 | $5,180+6.1% | $4,559+20.5% | $6,407-14.2% |
| Admin fee / account holder | $1,889 | $9,725-80.6% | $8,342-77.4% | $12,270-84.6% |