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 | $371,672 | $153,772+141.7% | $133,980+177.4% | $273,961+35.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.56% | 36.51%-25.0pp | 29.30%-17.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $19,186 | $6,029+218.2% | $5,211+268.2% | $4,869+294.1% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $8,403 | $11,765-28.6% | $9,324-9.9% | $10,132-17.1% |