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 | $251,443 | $124,425+102.1% | $112,040+124.4% | $137,256+83.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.43% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $15,956 | $3,411+367.7% | $2,954+440.2% | $4,156+283.9% |
| Participant deferral / active EE | $7,862 | $5,718+37.5% | $5,098+54.2% | $6,407+22.7% |
| Admin fee / account holder | $1,043 | $15,207-93.1% | $12,098-91.4% | $12,270-91.5% |