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 | $350,548 | $67,606+418.5% | $82,313+325.9% | $70,131+399.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.34% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $9,547 | $1,755+444.1% | $2,428+293.2% | $2,342+307.6% |
| Participant deferral / active EE | $14,360 | $2,987+380.8% | $3,706+287.5% | $3,332+331.0% |
| Admin fee / account holder | $3,751 | $4,512-16.9% | $5,608-33.1% | $4,645-19.3% |