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 | $289,588 | $124,281+133.0% | $109,143+165.3% | $167,490+72.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.83% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $4,500 | $4,207+7.0% | $3,722+20.9% | $4,837-7.0% |
| Participant deferral / active EE | $2,133 | $5,255-59.4% | $4,653-54.2% | $6,341-66.4% |
| Admin fee / account holder | $3,240 | $7,970-59.3% | $6,752-52.0% | $12,309-73.7% |