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 | $281,545 | $153,772+83.1% | $133,980+110.1% | $273,961+2.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.59% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $15,220 | $6,029+152.5% | $5,211+192.0% | $4,869+212.6% |
| Participant deferral / active EE | $12,590 | $6,958+80.9% | $6,282+100.4% | $5,287+138.1% |
| Admin fee / account holder | $2,372 | $11,765-79.8% | $9,324-74.6% | $10,132-76.6% |