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 | $355,006 | $98,750+259.5% | $149,696+137.2% | $79,858+344.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.70% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,478 | $3,216+8.1% | $4,644-25.1% | $2,471+40.8% |
| Participant deferral / active EE | $8,002 | $5,680+40.9% | $6,842+17.0% | $3,740+114.0% |
| Admin fee / account holder | $5,547 | $6,053-8.4% | $9,309-40.4% | $5,306+4.5% |