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 | $563,447 | $211,958+165.8% | $169,463+232.5% | $135,375+316.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.22% | 3.26%0pp | 1.83%+1.4pp | 519.73%-516.5pp |
| Employer contribution / active EE | $3,689 | $5,120-28.0% | $4,159-11.3% | $4,779-22.8% |
| Participant deferral / active EE | $3,624 | $6,075-40.4% | $5,277-31.3% | $5,609-35.4% |
| Admin fee / account holder | $8,394 | $11,471-26.8% | $9,109-7.9% | $10,827-22.5% |