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 | $1,116,902 | $139,421+701.1% | $239,577+366.2% | $116,462+859.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 15.09% | 15.58%-0.5pp | -0.70%+15.8pp | 15.65%-0.6pp |
| Employer contribution / active EE | $32,200 | $4,487+617.6% | $7,232+345.3% | $3,231+896.5% |
| Participant deferral / active EE | $17,711 | $4,296+312.3% | $5,676+212.0% | $3,836+361.7% |
| Admin fee / account holder | $83,372 | $21,515+287.5% | $19,315+331.6% | $12,754+553.7% |