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 | $338,561 | $96,557+250.6% | $80,975+318.1% | $273,961+23.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.34% | 15.14%-4.8pp | 17.10%-6.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $32,851 | $4,868+574.8% | $3,714+784.5% | $4,869+574.7% |
| Participant deferral / active EE | $20,698 | $6,598+213.7% | $5,696+263.4% | $5,287+291.5% |
| Admin fee / account holder | $146,469 | $7,492+1855.0% | $5,516+2555.5% | $10,132+1345.6% |