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 | $443,330 | $92,222+380.7% | $76,768+477.5% | $135,375+227.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.26% | 5.46%+2.8pp | 2.43%+5.8pp | 519.73%-511.5pp |
| Employer contribution / active EE | $9,752 | $3,216+203.2% | $2,485+292.4% | $4,779+104.1% |
| Participant deferral / active EE | $5,637 | $4,509+25.0% | $3,852+46.3% | $5,609+0.5% |
| Admin fee / account holder | $7,329 | $10,748-31.8% | $6,675+9.8% | $10,827-32.3% |