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 | $315,685 | $105,630+198.9% | $87,507+260.8% | $273,961+15.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.54% | 12.25%-9.7pp | 12.21%-9.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $15,250 | $3,141+385.6% | $2,550+498.1% | $4,869+213.2% |
| Participant deferral / active EE | $10,838 | $3,601+201.0% | $3,149+244.2% | $5,287+105.0% |
| Admin fee / account holder | $62,555 | $4,781+1208.5% | $4,221+1382.1% | $10,132+517.4% |