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 | $304,933 | $99,341+207.0% | $84,750+259.8% | $273,961+11.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.08% | 22.93%-12.8pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $11,610 | $4,214+175.5% | $3,574+224.8% | $4,869+138.5% |
| Participant deferral / active EE | $12,282 | $4,269+187.7% | $3,712+230.9% | $5,287+132.3% |
| Admin fee / account holder | $38,535 | $6,644+480.0% | $5,332+622.7% | $10,132+280.3% |