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 | $345,288 | $95,266+262.4% | $82,389+319.1% | $142,382+142.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.30% | 25.74%-9.4pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,058 | $2,991-31.2% | $2,517-18.3% | $4,299-52.1% |
| Participant deferral / active EE | $4,536 | $4,809-5.7% | $4,155+9.2% | $6,507-30.3% |
| Admin fee / account holder | $3,098 | $8,563-63.8% | $7,231-57.2% | $12,624-75.5% |