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 | $331,218 | $86,699+282.0% | $73,307+351.8% | $125,391+164.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.16% | 2.78%-0.6pp | 5.67%-3.5pp | 282.22%-280.1pp |
| Employer contribution / active EE | $4,172 | $4,152+0.5% | $3,237+28.9% | $4,866-14.3% |
| Participant deferral / active EE | $15,155 | $5,550+173.1% | $4,991+203.6% | $5,352+183.2% |
| Admin fee / account holder | $58,323 | $7,771+650.5% | $5,637+934.7% | $9,540+511.3% |