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 | $347,812 | $65,685+429.5% | $57,179+508.3% | $273,961+27.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.46% | 21.99%-8.5pp | 14.59%-1.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $16,708 | $3,279+409.6% | $2,682+522.9% | $4,869+243.2% |
| Participant deferral / active EE | $9,353 | $3,782+147.3% | $3,096+202.1% | $5,287+76.9% |
| Admin fee / account holder | $3,392 | $4,835-29.8% | $3,139+8.1% | $10,132-66.5% |