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 | $344,049 | $136,307+152.4% | $106,619+222.7% | $273,961+25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.27% | 11.05%+1.2pp | 9.42%+2.8pp | 41.45%-29.2pp |
| Employer contribution / active EE | $22,248 | $5,190+328.7% | $3,947+463.7% | $4,869+356.9% |
| Participant deferral / active EE | $12,000 | $4,969+141.5% | $3,930+205.3% | $5,287+127.0% |
| Admin fee / account holder | $2,271 | $8,625-73.7% | $6,418-64.6% | $10,132-77.6% |