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 | $282,134 | $103,949+171.4% | $69,182+307.8% | $273,961+3.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.41% | 35.28%-25.9pp | -21.93%+31.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,010 | $1,783+12.7% | $1,206+66.6% | $4,869-58.7% |
| Participant deferral / active EE | $10,408 | $2,716+283.2% | $1,897+448.7% | $5,287+96.9% |
| Admin fee / account holder | $990 | $3,671-73.0% | $2,697-63.3% | $10,132-90.2% |