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 | $278,897 | $96,956+187.7% | $70,014+298.3% | $273,961+1.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.99% | 12.93%-7.9pp | 12.99%-8.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,648 | $3,316+70.3% | $2,338+141.5% | $4,869+16.0% |
| Participant deferral / active EE | $4,587 | $3,744+22.5% | $2,931+56.5% | $5,287-13.2% |
| Admin fee / account holder | $13,951 | $7,934+75.8% | $4,380+218.5% | $10,132+37.7% |