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 | $329,755 | $111,535+195.7% | $105,223+213.4% | $137,256+140.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.93% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,161 | $3,939+31.0% | $3,689+39.9% | $4,156+24.2% |
| Participant deferral / active EE | $12,306 | $5,500+123.7% | $5,072+142.6% | $6,407+92.1% |
| Admin fee / account holder | $2,859 | $9,721-70.6% | $8,859-67.7% | $12,270-76.7% |