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 | $292,986 | $136,307+114.9% | $106,619+174.8% | $273,961+6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.51% | 11.05%-5.5pp | 9.42%-3.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $28,819 | $5,190+455.3% | $3,947+630.2% | $4,869+491.9% |
| Participant deferral / active EE | $14,464 | $4,969+191.1% | $3,930+268.0% | $5,287+173.6% |
| Admin fee / account holder | $10,360 | $8,625+20.1% | $6,418+61.4% | $10,132+2.2% |