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 | $380,646 | $99,341+283.2% | $84,750+349.1% | $273,961+38.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $22,830 | $4,214+441.8% | $3,574+538.7% | $4,869+368.9% |
| Participant deferral / active EE | $2,110 | $4,269-50.6% | $3,712-43.2% | $5,287-60.1% |
| Admin fee / account holder | $7,518 | $6,644+13.1% | $5,332+41.0% | $10,132-25.8% |