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 | $265,042 | $99,341+166.8% | $84,750+212.7% | $273,961-3.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.14% | 22.93%-6.8pp | 22.78%-6.6pp | 41.45%-25.3pp |
| Employer contribution / active EE | $3,909 | $4,214-7.2% | $3,574+9.4% | $4,869-19.7% |
| Participant deferral / active EE | $10,327 | $4,269+141.9% | $3,712+178.2% | $5,287+95.3% |
| Admin fee / account holder | $3,830 | $6,644-42.3% | $5,332-28.2% | $10,132-62.2% |