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 | $287,434 | $99,341+189.3% | $84,750+239.2% | $273,961+4.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.44% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,542 | $4,214-15.9% | $3,574-0.9% | $4,869-27.2% |
| Participant deferral / active EE | $7,736 | $4,269+81.2% | $3,712+108.4% | $5,287+46.3% |
| Admin fee / account holder | $2,834 | $6,644-57.3% | $5,332-46.8% | $10,132-72.0% |