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 | $332,321 | $105,630+214.6% | $87,507+279.8% | $273,961+21.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.50% | 12.25%-2.8pp | 12.21%-2.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $14,056 | $3,141+347.6% | $2,550+451.3% | $4,869+188.7% |
| Participant deferral / active EE | $5,097 | $3,601+41.6% | $3,149+61.9% | $5,287-3.6% |
| Admin fee / account holder | $2,591 | $4,781-45.8% | $4,221-38.6% | $10,132-74.4% |