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 | $541,365 | $99,341+445.0% | $84,750+538.8% | $273,961+97.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.72% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $34,624 | $4,214+721.7% | $3,574+868.7% | $4,869+611.2% |
| Participant deferral / active EE | $4,708 | $4,269+10.3% | $3,712+26.8% | $5,287-10.9% |
| Admin fee / account holder | $8,914 | $6,644+34.2% | $5,332+67.2% | $10,132-12.0% |