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 | $259,854 | $185,822+39.8% | $169,993+52.9% | $139,434+86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.56% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,716 | $7,590-37.9% | $6,785-30.5% | $4,751-0.7% |
| Participant deferral / active EE | $9,688 | $11,622-16.6% | $10,408-6.9% | $6,710+44.4% |
| Admin fee / account holder | $1,774 | $15,381-88.5% | $12,815-86.2% | $11,403-84.4% |