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 | $301,678 | $105,630+185.6% | $87,507+244.7% | $273,961+10.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.95% | 12.25%-8.3pp | 12.21%-8.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $16,089 | $3,141+412.3% | $2,550+531.0% | $4,869+230.5% |
| Participant deferral / active EE | $8,400 | $3,601+133.3% | $3,149+166.8% | $5,287+58.9% |
| Admin fee / account holder | $97,969 | $4,781+1949.3% | $4,221+2221.2% | $10,132+866.9% |