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 | $272,666 | $135,952+100.6% | $123,892+120.1% | $273,961-0.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,506 | $5,170-12.8% | $4,617-2.4% | $4,869-7.5% |
| Participant deferral / active EE | $13,377 | $6,343+110.9% | $5,984+123.5% | $5,287+153.0% |
| Admin fee / account holder | $1,619 | $9,817-83.5% | $8,357-80.6% | $10,132-84.0% |