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 | $353,894 | $99,341+256.2% | $84,750+317.6% | $273,961+29.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | 22.93%-16.5pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $30,153 | $4,214+615.6% | $3,574+743.6% | $4,869+519.3% |
| Participant deferral / active EE | $3,012 | $4,269-29.5% | $3,712-18.9% | $5,287-43.0% |
| Admin fee / account holder | $64,429 | $6,644+869.7% | $5,332+1108.3% | $10,132+535.9% |