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 | $270,641 | $103,949+160.4% | $69,182+291.2% | $273,961-1.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.68% | 35.28%-30.6pp | -21.93%+26.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $16,844 | $1,783+844.7% | $1,206+1296.5% | $4,869+246.0% |
| Participant deferral / active EE | $11,333 | $2,716+317.2% | $1,897+497.5% | $5,287+114.4% |
| Admin fee / account holder | $945 | $3,671-74.3% | $2,697-65.0% | $10,132-90.7% |