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 | $261,361 | $124,281+110.3% | $109,143+139.5% | $167,490+56.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.54% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $9,698 | $4,207+130.5% | $3,722+160.6% | $4,837+100.5% |
| Participant deferral / active EE | $4,678 | $5,255-11.0% | $4,653+0.5% | $6,341-26.2% |
| Admin fee / account holder | $2,486 | $7,970-68.8% | $6,752-63.2% | $12,309-79.8% |