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 | $347,904 | $241,321+44.2% | $233,038+49.3% | $484,799-28.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 76.1%+23.9pp | 91.1%+8.9pp |
| Annual return | 4.37% | 0.12%+4.2pp | 2.25%+2.1pp | 5.95%-1.6pp |
| Employer contribution / active EE | $7,507 | $5,818+29.0% | $5,162+45.4% | $27,493-72.7% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $21,500 | $21,151+1.6% | $20,161+6.6% | $18,209+18.1% |