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 | $257,449 | $96,557+166.6% | $80,975+217.9% | $273,961-6.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.22% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $11,182 | $4,868+129.7% | $3,714+201.0% | $4,869+129.7% |
| Participant deferral / active EE | $18,000 | $6,598+172.8% | $5,696+216.0% | $5,287+240.5% |
| Admin fee / account holder | $1,460 | $7,492-80.5% | $5,516-73.5% | $10,132-85.6% |