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 | $372,157 | $214,378+73.6% | $200,582+85.5% | $142,382+161.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.18% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,140 | $6,841-10.3% | $6,419-4.3% | $4,299+42.8% |
| Participant deferral / active EE | $5,520 | $9,865-44.0% | $9,331-40.8% | $6,507-15.2% |
| Admin fee / account holder | $8,376 | $17,692-52.7% | $16,305-48.6% | $12,624-33.7% |