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 | $334,981 | $239,571+39.8% | $183,328+82.7% | $137,256+144.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 20.10% | 35.69%-15.6pp | 29.67%-9.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,456 | $6,148-60.0% | $5,055-51.4% | $4,156-40.9% |
| Participant deferral / active EE | $4,304 | $7,995-46.2% | $6,795-36.7% | $6,407-32.8% |
| Admin fee / account holder | $9,913 | $30,059-67.0% | $21,427-53.7% | $12,270-19.2% |