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 | $440,502 | $99,341+343.4% | $84,750+419.8% | $273,961+60.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $14,441 | $4,214+242.7% | $3,574+304.0% | $4,869+196.6% |
| Participant deferral / active EE | $13,365 | $4,269+213.1% | $3,712+260.1% | $5,287+152.8% |
| Admin fee / account holder | $7,654 | $6,644+15.2% | $5,332+43.5% | $10,132-24.5% |