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 | $324,843 | $98,750+229.0% | $149,696+117.0% | $79,858+306.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.99% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,506 | $3,216+133.4% | $4,644+61.6% | $2,471+203.8% |
| Participant deferral / active EE | $5,730 | $5,680+0.9% | $6,842-16.3% | $3,740+53.2% |
| Admin fee / account holder | $9,357 | $6,053+54.6% | $9,309+0.5% | $5,306+76.3% |