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 | $291,078 | $99,341+193.0% | $84,750+243.5% | $273,961+6.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.58% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $16,126 | $4,214+282.7% | $3,574+351.2% | $4,869+231.2% |
| Participant deferral / active EE | $13,789 | $4,269+223.0% | $3,712+271.5% | $5,287+160.8% |
| Admin fee / account holder | $2,812 | $6,644-57.7% | $5,332-47.3% | $10,132-72.2% |