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 | $260,670 | $88,707+193.9% | $74,183+251.4% | $273,961-4.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.36% | 11.94%-9.6pp | 17.74%-15.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $18,640 | $3,159+490.0% | $2,370+686.5% | $4,869+282.9% |
| Participant deferral / active EE | $13,545 | $4,212+221.6% | $3,550+281.6% | $5,287+156.2% |
| Admin fee / account holder | $2,824 | $8,717-67.6% | $5,586-49.4% | $10,132-72.1% |