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 | $269,545 | $105,859+154.6% | $90,160+199.0% | $147,584+82.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.56% | 37.63%-20.1pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,485 | $4,126-64.0% | $3,318-55.2% | $4,876-69.6% |
| Participant deferral / active EE | $5,189 | $5,733-9.5% | $5,288-1.9% | $5,439-4.6% |
| Admin fee / account holder | $4,112 | $8,046-48.9% | $5,943-30.8% | $10,885-62.2% |