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 | $347,521 | $99,341+249.8% | $84,750+310.1% | $273,961+26.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.08% | 22.93%-14.9pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $24,603 | $4,214+483.9% | $3,574+588.3% | $4,869+405.3% |
| Participant deferral / active EE | $11,063 | $4,269+159.1% | $3,712+198.1% | $5,287+109.2% |
| Admin fee / account holder | $8,153 | $6,644+22.7% | $5,332+52.9% | $10,132-19.5% |