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 | $426,678 | $99,341+329.5% | $84,750+403.5% | $273,961+55.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.32% | 22.93%-17.6pp | 22.78%-17.5pp | 41.45%-36.1pp |
| Employer contribution / active EE | $11,111 | $4,214+163.7% | $3,574+210.9% | $4,869+128.2% |
| Participant deferral / active EE | $9,636 | $4,269+125.7% | $3,712+159.6% | $5,287+82.2% |
| Admin fee / account holder | $1,977 | $6,644-70.2% | $5,332-62.9% | $10,132-80.5% |