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 | $275,271 | $85,766+221.0% | $136,294+102.0% | $70,131+292.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.81% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,606 | $2,966-45.9% | $4,695-65.8% | $2,342-31.5% |
| Participant deferral / active EE | $6,423 | $5,051+27.1% | $6,247+2.8% | $3,332+92.8% |
| Admin fee / account holder | $4,464 | $5,420-17.6% | $9,243-51.7% | $4,645-3.9% |