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 | $372,196 | $181,894+104.6% | $156,549+137.8% | $273,961+35.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.25% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $11,851 | $6,248+89.7% | $5,501+115.4% | $4,869+143.4% |
| Participant deferral / active EE | $7,696 | $5,550+38.7% | $4,871+58.0% | $5,287+45.6% |
| Admin fee / account holder | $2,404 | $15,559-84.5% | $13,027-81.5% | $10,132-76.3% |