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 | $291,203 | $65,685+343.3% | $57,179+409.3% | $273,961+6.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.36% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $14,539 | $3,279+343.5% | $2,682+442.0% | $4,869+198.6% |
| Participant deferral / active EE | $11,164 | $3,782+195.2% | $3,096+260.6% | $5,287+111.1% |
| Admin fee / account holder | $18,367 | $4,835+279.9% | $3,139+485.1% | $10,132+81.3% |