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 | $357,563 | $132,239+170.4% | $105,722+238.2% | $273,961+30.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.28% | 10.07%-1.8pp | 12.25%-4.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,468 | $4,867+32.9% | $4,079+58.6% | $4,869+32.8% |
| Participant deferral / active EE | $12,644 | $6,233+102.9% | $5,326+137.4% | $5,287+139.1% |
| Admin fee / account holder | $7,838 | $12,032-34.9% | $8,308-5.7% | $10,132-22.6% |