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 | $283,502 | $85,006+233.5% | $76,190+272.1% | $145,922+94.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 12.87% | 13.11%-0.2pp | 13.78%-0.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,812 | $5,265+86.4% | $4,578+114.3% | $4,660+110.6% |
| Participant deferral / active EE | $5,671 | $6,392-11.3% | $5,474+3.6% | $6,688-15.2% |
| Admin fee / account holder | $2,534 | $5,760-56.0% | $5,123-50.5% | $13,397-81.1% |