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 | $256,179 | $115,708+121.4% | $65,255+292.6% | $139,434+83.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 12.18% | 31.19%-19.0pp | 47.35%-35.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $5,984 | $2,599+130.2% | $1,691+253.8% | $4,751+26.0% |
| Participant deferral / active EE | $4,698 | $4,240+10.8% | $2,831+66.0% | $6,710-30.0% |
| Admin fee / account holder | $2,640 | $6,698-60.6% | $4,112-35.8% | $11,403-76.8% |