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 | $285,833 | $88,707+222.2% | $74,183+285.3% | $273,961+4.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.71% | 11.94%-9.2pp | 17.74%-15.0pp | 41.45%-38.7pp |
| Employer contribution / active EE | $11,000 | $3,159+248.2% | $2,370+364.1% | $4,869+125.9% |
| Participant deferral / active EE | $24,000 | $4,212+469.8% | $3,550+576.1% | $5,287+353.9% |
| Admin fee / account holder | $1,342 | $8,717-84.6% | $5,586-76.0% | $10,132-86.8% |