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 | $264,251 | $95,416+176.9% | $185,823+42.2% | $85,850+207.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,833 | $3,314+76.0% | $5,167+12.9% | $2,565+127.4% |
| Participant deferral / active EE | $3,195 | $3,423-6.7% | $5,568-42.6% | $3,952-19.1% |
| Admin fee / account holder | $5,959 | $7,213-17.4% | $16,237-63.3% | $6,260-4.8% |