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 | $487,948 | $124,425+292.2% | $112,040+335.5% | $137,256+255.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,998 | $3,411+75.8% | $2,954+103.0% | $4,156+44.3% |
| Participant deferral / active EE | $19,208 | $5,718+235.9% | $5,098+276.8% | $6,407+199.8% |
| Admin fee / account holder | $1,717 | $15,207-88.7% | $12,098-85.8% | $12,270-86.0% |