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 | $421,295 | $153,772+174.0% | $133,980+214.4% | $273,961+53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.14% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $16,615 | $6,029+175.6% | $5,211+218.8% | $4,869+241.3% |
| Participant deferral / active EE | $7,200 | $6,958+3.5% | $6,282+14.6% | $5,287+36.2% |
| Admin fee / account holder | $20,117 | $11,765+71.0% | $9,324+115.7% | $10,132+98.5% |