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 | $429,303 | $211,958+102.5% | $169,463+153.3% | $135,375+217.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.59% | 3.26%+1.3pp | 1.83%+2.8pp | 519.73%-515.1pp |
| Employer contribution / active EE | $7,143 | $5,120+39.5% | $4,159+71.7% | $4,779+49.5% |
| Participant deferral / active EE | $3,500 | $6,075-42.4% | $5,277-33.7% | $5,609-37.6% |
| Admin fee / account holder | $22,115 | $11,471+92.8% | $9,109+142.8% | $10,827+104.3% |