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 | $299,872 | $98,750+203.7% | $149,696+100.3% | $79,858+275.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,474 | $3,216-23.1% | $4,644-46.7% | $2,471+0.1% |
| Participant deferral / active EE | $9,297 | $5,680+63.7% | $6,842+35.9% | $3,740+148.6% |
| Admin fee / account holder | $5,030 | $6,053-16.9% | $9,309-46.0% | $5,306-5.2% |