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 | $250,989 | $51,708+385.4% | $106,619+135.4% | $62,891+299.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.13% | 4.69%+1.4pp | 9.42%-3.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,549 | $1,764+157.9% | $3,947+15.3% | $2,281+99.4% |
| Participant deferral / active EE | $8,763 | $2,315+278.4% | $3,930+123.0% | $3,203+173.6% |
| Admin fee / account holder | $8,620 | $3,349+157.4% | $6,418+34.3% | $4,296+100.7% |