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 | $501,312 | $136,307+267.8% | $106,619+370.2% | $273,961+83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.62% | 11.05%-3.4pp | 9.42%-1.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $18,767 | $5,190+261.6% | $3,947+375.5% | $4,869+285.5% |
| Participant deferral / active EE | $15,310 | $4,969+208.1% | $3,930+289.6% | $5,287+189.6% |
| Admin fee / account holder | $12,481 | $8,625+44.7% | $6,418+94.5% | $10,132+23.2% |