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 | $431,395 | $99,341+334.3% | $84,750+409.0% | $273,961+57.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.01% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $16,293 | $4,214+286.7% | $3,574+355.9% | $4,869+234.7% |
| Participant deferral / active EE | $10,762 | $4,269+152.1% | $3,712+190.0% | $5,287+103.6% |
| Admin fee / account holder | $28,787 | $6,644+333.3% | $5,332+439.9% | $10,132+184.1% |