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 | $294,488 | $124,425+136.7% | $112,040+162.8% | $137,256+114.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.90% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $9,420 | $3,411+176.1% | $2,954+218.9% | $4,156+126.7% |
| Participant deferral / active EE | $8,553 | $5,718+49.6% | $5,098+67.8% | $6,407+33.5% |
| Admin fee / account holder | $5,680 | $15,207-62.6% | $12,098-53.0% | $12,270-53.7% |