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 | $342,707 | $153,772+122.9% | $133,980+155.8% | $273,961+25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.15% | 36.51%-24.4pp | 29.30%-17.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $19,363 | $6,029+221.2% | $5,211+271.6% | $4,869+297.7% |
| Participant deferral / active EE | $13,266 | $6,958+90.7% | $6,282+111.2% | $5,287+150.9% |
| Admin fee / account holder | $2,320 | $11,765-80.3% | $9,324-75.1% | $10,132-77.1% |