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 | $288,467 | $58,512+393.0% | $84,015+243.4% | $72,985+295.2% |
| Participation rate | 97.1% | 61.2%+35.9pp | 69.0%+28.1pp | 69.5%+27.7pp |
| Annual return | 20.49% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,984 | $1,163+328.5% | $1,983+151.3% | $2,440+104.3% |
| Participant deferral / active EE | $6,413 | $2,394+167.9% | $3,239+98.0% | $3,607+77.8% |
| Admin fee / account holder | $5,323 | $4,569+16.5% | $6,101-12.7% | $5,124+3.9% |