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 | $411,462 | $99,341+314.2% | $84,750+385.5% | $273,961+50.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | 22.93%-16.8pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,616 | $4,214-37.9% | $3,574-26.8% | $4,869-46.3% |
| Participant deferral / active EE | $9,419 | $4,269+120.6% | $3,712+153.8% | $5,287+78.1% |
| Admin fee / account holder | $13,315 | $6,644+100.4% | $5,332+149.7% | $10,132+31.4% |