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 | $302,618 | $99,341+204.6% | $84,750+257.1% | $273,961+10.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.09% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $20,374 | $4,214+383.5% | $3,574+470.0% | $4,869+318.5% |
| Participant deferral / active EE | $10,312 | $4,269+141.5% | $3,712+177.8% | $5,287+95.0% |
| Admin fee / account holder | $1,782 | $6,644-73.2% | $5,332-66.6% | $10,132-82.4% |