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 | $488,306 | $88,707+450.5% | $74,183+558.2% | $273,961+78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.33% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $11,267 | $3,159+256.6% | $2,370+375.4% | $4,869+131.4% |
| Participant deferral / active EE | $11,502 | $4,212+173.1% | $3,550+224.0% | $5,287+117.6% |
| Admin fee / account holder | $7,710 | $8,717-11.6% | $5,586+38.0% | $10,132-23.9% |