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 | $318,342 | $132,239+140.7% | $105,722+201.1% | $273,961+16.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.50% | 10.07%-2.6pp | 12.25%-4.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,325 | $4,867+9.4% | $4,079+30.5% | $4,869+9.4% |
| Participant deferral / active EE | $4,651 | $6,233-25.4% | $5,326-12.7% | $5,287-12.0% |
| Admin fee / account holder | $18,333 | $12,032+52.4% | $8,308+120.7% | $10,132+80.9% |