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 | $380,752 | $180,028+111.5% | $138,135+175.6% | $158,922+139.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.70% | 21.68%-9.0pp | 20.51%-7.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,359 | $7,470-68.4% | $5,587-57.8% | $4,761-50.5% |
| Participant deferral / active EE | $13,515 | $7,717+75.1% | $6,431+110.1% | $5,982+125.9% |
| Admin fee / account holder | $1,534 | $17,912-91.4% | $11,856-87.1% | $11,246-86.4% |