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 | $308,162 | $99,341+210.2% | $84,750+263.6% | $273,961+12.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 47.41% | 22.93%+24.5pp | 22.78%+24.6pp | 41.45%+6.0pp |
| Employer contribution / active EE | $5,341 | $4,214+26.7% | $3,574+49.4% | $4,869+9.7% |
| Participant deferral / active EE | $13,634 | $4,269+219.4% | $3,712+267.3% | $5,287+157.9% |
| Admin fee / account holder | $1,917 | $6,644-71.1% | $5,332-64.0% | $10,132-81.1% |