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 | $290,333 | $67,606+329.4% | $82,313+252.7% | $70,131+314.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.01% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,720 | $1,755-2.0% | $2,428-29.2% | $2,342-26.6% |
| Participant deferral / active EE | $8,814 | $2,987+195.1% | $3,706+137.8% | $3,332+164.6% |
| Admin fee / account holder | $4,147 | $4,512-8.1% | $5,608-26.0% | $4,645-10.7% |