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 | $526,061 | $93,071+465.2% | $74,583+605.3% | $273,961+92.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.84% | 26.18%-19.3pp | 20.47%-13.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $8,207 | $3,160+159.8% | $2,525+225.0% | $4,869+68.6% |
| Participant deferral / active EE | $9,127 | $4,160+119.4% | $3,458+163.9% | $5,287+72.6% |
| Admin fee / account holder | $671 | $5,272-87.3% | $4,138-83.8% | $10,132-93.4% |