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 | $334,041 | $99,341+236.3% | $84,750+294.1% | $273,961+21.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.72% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,829 | $4,214+109.5% | $3,574+147.0% | $4,869+81.3% |
| Participant deferral / active EE | $8,933 | $4,269+109.2% | $3,712+140.7% | $5,287+69.0% |
| Admin fee / account holder | $16,895 | $6,644+154.3% | $5,332+216.8% | $10,132+66.7% |