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 | $276,546 | $105,126+163.1% | $94,646+192.2% | $139,434+98.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.11% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $7,414 | $4,106+80.6% | $3,672+101.9% | $4,751+56.1% |
| Participant deferral / active EE | $7,443 | $7,599-2.1% | $7,418+0.3% | $6,710+10.9% |
| Admin fee / account holder | $2,182 | $8,984-75.7% | $7,231-69.8% | $11,403-80.9% |