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 | $281,752 | $106,355+164.9% | $237,244+18.8% | $116,875+141.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 16.30% | 17.03%-0.7pp | 4131.29%-4115.0pp | 16.29%0pp |
| Employer contribution / active EE | $4,108 | $1,595+157.5% | $4,351-5.6% | $3,288+24.9% |
| Participant deferral / active EE | $5,722 | $3,396+68.5% | $4,056+41.1% | $3,885+47.3% |
| Admin fee / account holder | $5,080 | $11,423-55.5% | $18,030-71.8% | $12,263-58.6% |