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 | $266,826 | $65,696+306.2% | $56,429+372.9% | $147,584+80.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 17.57% | 13.32%+4.3pp | 19.04%-1.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $7,606 | $4,121+84.5% | $3,405+123.4% | $4,876+56.0% |
| Participant deferral / active EE | $8,620 | $4,876+76.8% | $3,951+118.2% | $5,439+58.5% |
| Admin fee / account holder | $6,190 | $5,947+4.1% | $4,466+38.6% | $10,885-43.1% |