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 | $373,605 | $168,632+121.6% | $147,614+153.1% | $125,391+198.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.35% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,188 | $6,252-65.0% | $5,564-60.7% | $4,866-55.0% |
| Participant deferral / active EE | $5,654 | $5,507+2.7% | $4,895+15.5% | $5,352+5.6% |
| Admin fee / account holder | $26,449 | $13,580+94.8% | $11,611+127.8% | $9,540+177.2% |