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 | $259,881 | $96,557+169.1% | $80,975+220.9% | $273,961-5.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.98% | 15.14%-6.2pp | 17.10%-8.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,076 | $4,868+4.3% | $3,714+36.7% | $4,869+4.3% |
| Participant deferral / active EE | $11,611 | $6,598+76.0% | $5,696+103.8% | $5,287+119.6% |
| Admin fee / account holder | $2,646 | $7,492-64.7% | $5,516-52.0% | $10,132-73.9% |