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 | $254,004 | $93,071+172.9% | $74,583+240.6% | $273,961-7.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.60% | 26.18%-16.6pp | 20.47%-10.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $5,589 | $3,160+76.9% | $2,525+121.3% | $4,869+14.8% |
| Participant deferral / active EE | $11,183 | $4,160+168.8% | $3,458+223.4% | $5,287+111.5% |
| Admin fee / account holder | $23,290 | $5,272+341.7% | $4,138+462.9% | $10,132+129.9% |