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 | $393,912 | $163,101+141.5% | $136,749+188.1% | $142,382+176.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.77% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,700 | $4,117+38.5% | $3,400+67.7% | $4,299+32.6% |
| Participant deferral / active EE | $15,425 | $5,585+176.2% | $4,692+228.7% | $6,507+137.0% |
| Admin fee / account holder | $5,036 | $14,318-64.8% | $11,386-55.8% | $12,624-60.1% |