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 | $263,868 | $69,977+277.1% | $108,579+143.0% | $62,891+319.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.05% | 10.73%-1.7pp | -51.70%+60.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6,847 | $2,135+220.7% | $3,758+82.2% | $2,281+200.2% |
| Participant deferral / active EE | $4,800 | $3,165+51.7% | $4,311+11.3% | $3,203+49.9% |
| Admin fee / account holder | $3,186 | $5,076-37.2% | $7,645-58.3% | $4,296-25.8% |