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 | $408,990 | $118,450+245.3% | $98,439+315.5% | $139,434+193.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 18.94%-7.8pp | 21.16%-10.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,036 | $3,609+11.8% | $3,048+32.4% | $4,751-15.0% |
| Participant deferral / active EE | $6,398 | $5,392+18.7% | $4,738+35.1% | $6,710-4.6% |
| Admin fee / account holder | $3,807 | $14,026-72.9% | $8,948-57.5% | $11,403-66.6% |