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 5-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 | $302,660 | $111,754+170.8% | $103,333+192.9% | $145,922+107.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.66% | 24.77%-3.1pp | 24.88%-3.2pp | 561.29%-539.6pp |
| Employer contribution / active EE | $3,066 | $4,212-27.2% | $3,868-20.7% | $4,660-34.2% |
| Participant deferral / active EE | $5,804 | $5,619+3.3% | $5,057+14.8% | $6,688-13.2% |
| Admin fee / account holder | $23,177 | $9,750+137.7% | $8,355+177.4% | $13,397+73.0% |