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 | $333,954 | $99,341+236.2% | $84,750+294.0% | $273,961+21.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.58% | 22.93%-6.3pp | 22.78%-6.2pp | 41.45%-24.9pp |
| Employer contribution / active EE | $6,388 | $4,214+51.6% | $3,574+78.7% | $4,869+31.2% |
| Participant deferral / active EE | $4,776 | $4,269+11.9% | $3,712+28.7% | $5,287-9.7% |
| Admin fee / account holder | $17,479 | $6,644+163.1% | $5,332+227.8% | $10,132+72.5% |