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 | $253,414 | $65,696+285.7% | $56,429+349.1% | $147,584+71.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 12.85% | 13.32%-0.5pp | 19.04%-6.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,918 | $4,121+43.6% | $3,405+73.8% | $4,876+21.4% |
| Participant deferral / active EE | $22,000 | $4,876+351.2% | $3,951+456.8% | $5,439+304.5% |
| Admin fee / account holder | $10,365 | $5,947+74.3% | $4,466+132.1% | $10,885-4.8% |