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 | $326,173 | $111,301+193.1% | $112,977+188.7% | $158,922+105.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.24% | 26.40%-11.2pp | 24.24%-9.0pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,033 | $4,471-9.8% | $4,255-5.2% | $4,761-15.3% |
| Participant deferral / active EE | $6,583 | $5,880+12.0% | $5,836+12.8% | $5,982+10.1% |
| Admin fee / account holder | $1,287 | $8,392-84.7% | $6,294-79.5% | $11,246-88.6% |