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 | $290,439 | $106,515+172.7% | $96,683+200.4% | $139,434+108.3% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 18.46% | 38.43%-20.0pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,127 | $4,103+0.6% | $3,737+10.4% | $4,751-13.1% |
| Participant deferral / active EE | $8,261 | $5,454+51.5% | $4,878+69.3% | $6,710+23.1% |
| Admin fee / account holder | $7,179 | $7,877-8.9% | $6,730+6.7% | $11,403-37.0% |