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 | $276,379 | $104,664+164.1% | $85,682+222.6% | $167,490+65.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.58% | 21.45%-6.9pp | 21.49%-6.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,176 | $3,337-4.8% | $2,618+21.3% | $4,837-34.3% |
| Participant deferral / active EE | $6,551 | $4,824+35.8% | $3,923+67.0% | $6,341+3.3% |
| Admin fee / account holder | $5,310 | $10,032-47.1% | $6,873-22.7% | $12,309-56.9% |