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 | $257,608 | $93,071+176.8% | $74,583+245.4% | $273,961-6.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.12% | 26.18%-17.1pp | 20.47%-11.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $26,207 | $3,160+729.4% | $2,525+937.9% | $4,869+438.3% |
| Participant deferral / active EE | $7,209 | $4,160+73.3% | $3,458+108.5% | $5,287+36.4% |
| Admin fee / account holder | $12,204 | $5,272+131.5% | $4,138+195.0% | $10,132+20.5% |