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 | $368,715 | $153,772+139.8% | $133,980+175.2% | $273,961+34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.10% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $17,105 | $6,029+183.7% | $5,211+228.2% | $4,869+251.3% |
| Participant deferral / active EE | $6,410 | $6,958-7.9% | $6,282+2.0% | $5,287+21.2% |
| Admin fee / account holder | $96,797 | $11,765+722.8% | $9,324+938.1% | $10,132+855.4% |