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 | $369,266 | $136,307+170.9% | $106,619+246.3% | $273,961+34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.49% | 11.05%-0.6pp | 9.42%+1.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $14,990 | $5,190+188.8% | $3,947+279.8% | $4,869+207.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,358 | $8,625-72.7% | $6,418-63.3% | $10,132-76.7% |