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 | $316,222 | $111,301+184.1% | $112,977+179.9% | $158,922+99.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.33% | 26.40%-14.1pp | 24.24%-11.9pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,954 | $4,471-11.6% | $4,255-7.1% | $4,761-17.0% |
| Participant deferral / active EE | $10,359 | $5,880+76.2% | $5,836+77.5% | $5,982+73.2% |
| Admin fee / account holder | $5,444 | $8,392-35.1% | $6,294-13.5% | $11,246-51.6% |