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 | $270,729 | $111,535+142.7% | $105,223+157.3% | $137,256+97.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.48% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,822 | $3,939-3.0% | $3,689+3.6% | $4,156-8.0% |
| Participant deferral / active EE | $4,661 | $5,500-15.3% | $5,072-8.1% | $6,407-27.2% |
| Admin fee / account holder | $9,958 | $9,721+2.4% | $8,859+12.4% | $12,270-18.8% |