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 | $318,210 | $154,117+106.5% | $129,995+144.8% | $139,434+128.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.14% | 32.48%-14.3pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,728 | $5,289-10.6% | $4,320+9.5% | $4,751-0.5% |
| Participant deferral / active EE | $7,264 | $6,710+8.3% | $5,820+24.8% | $6,710+8.2% |
| Admin fee / account holder | $10,545 | $14,007-24.7% | $10,614-0.7% | $11,403-7.5% |