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 | $297,539 | $106,584+179.2% | $101,326+193.6% | $142,382+109.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.55% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,918 | $3,956+24.3% | $3,665+34.2% | $4,299+14.4% |
| Participant deferral / active EE | $6,770 | $8,297-18.4% | $7,994-15.3% | $6,507+4.0% |
| Admin fee / account holder | $5,178 | $11,446-54.8% | $11,185-53.7% | $12,624-59.0% |