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 | $296,741 | $99,341+198.7% | $84,750+250.1% | $273,961+8.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.61% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.8pp |
| Employer contribution / active EE | $23,123 | $4,214+448.8% | $3,574+546.9% | $4,869+374.9% |
| Participant deferral / active EE | $18,949 | $4,269+343.8% | $3,712+410.5% | $5,287+258.4% |
| Admin fee / account holder | $2,302 | $6,644-65.3% | $5,332-56.8% | $10,132-77.3% |