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 | $392,602 | $93,071+321.8% | $74,583+426.4% | $273,961+43.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.12% | 26.18%-18.1pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,969 | $3,160-37.7% | $2,525-22.0% | $4,869-59.6% |
| Participant deferral / active EE | $1,969 | $4,160-52.7% | $3,458-43.1% | $5,287-62.8% |
| Admin fee / account holder | $5,000 | $5,272-5.2% | $4,138+20.8% | $10,132-50.7% |