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 | $316,553 | $211,958+49.3% | $169,463+86.8% | $135,375+133.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.78% | 3.26%+2.5pp | 1.83%+3.9pp | 519.73%-514.0pp |
| Employer contribution / active EE | $19,500 | $5,120+280.9% | $4,159+368.9% | $4,779+308.1% |
| Participant deferral / active EE | $5,838 | $6,075-3.9% | $5,277+10.6% | $5,609+4.1% |
| Admin fee / account holder | $21,003 | $11,471+83.1% | $9,109+130.6% | $10,827+94.0% |