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 | $264,522 | $110,257+139.9% | $96,544+174.0% | $139,434+89.7% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 25.64% | 26.32%-0.7pp | 25.84%-0.2pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,642 | $3,620-27.0% | $2,965-10.9% | $4,751-44.4% |
| Participant deferral / active EE | $8,750 | $5,548+57.7% | $4,851+80.4% | $6,710+30.4% |
| Admin fee / account holder | $42,793 | $11,591+269.2% | $8,252+418.6% | $11,403+275.3% |