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 | $321,631 | $124,281+158.8% | $109,143+194.7% | $167,490+92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.97% | 26.04%-0.1pp | 25.75%+0.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $4,606 | $4,207+9.5% | $3,722+23.7% | $4,837-4.8% |
| Participant deferral / active EE | $4,610 | $5,255-12.3% | $4,653-0.9% | $6,341-27.3% |
| Admin fee / account holder | $1,618 | $7,970-79.7% | $6,752-76.0% | $12,309-86.9% |