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 | $378,095 | $136,307+177.4% | $106,619+254.6% | $273,961+38.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.13% | 11.05%-1.9pp | 9.42%-0.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $27,117 | $5,190+422.5% | $3,947+587.1% | $4,869+457.0% |
| Participant deferral / active EE | $12,330 | $4,969+148.1% | $3,930+213.7% | $5,287+133.2% |
| Admin fee / account holder | $3,696 | $8,625-57.2% | $6,418-42.4% | $10,132-63.5% |