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 | $411,829 | $111,535+269.2% | $105,223+291.4% | $137,256+200.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.47% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,701 | $3,939-6.1% | $3,689+0.3% | $4,156-11.0% |
| Participant deferral / active EE | $10,652 | $5,500+93.7% | $5,072+110.0% | $6,407+66.3% |
| Admin fee / account holder | $1,291 | $9,721-86.7% | $8,859-85.4% | $12,270-89.5% |