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 | $367,877 | $111,301+230.5% | $112,977+225.6% | $158,922+131.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.57% | 26.40%-13.8pp | 24.24%-11.7pp | 302.83%-290.3pp |
| Employer contribution / active EE | $7,432 | $4,471+66.2% | $4,255+74.7% | $4,761+56.1% |
| Participant deferral / active EE | $6,172 | $5,880+5.0% | $5,836+5.8% | $5,982+3.2% |
| Admin fee / account holder | $34,444 | $8,392+310.5% | $6,294+447.3% | $11,246+206.3% |