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 | $393,903 | $106,584+269.6% | $101,326+288.7% | $142,382+176.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.23% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $10,603 | $3,956+168.0% | $3,665+189.3% | $4,299+146.6% |
| Participant deferral / active EE | $9,536 | $8,297+14.9% | $7,994+19.3% | $6,507+46.5% |
| Admin fee / account holder | $6,921 | $11,446-39.5% | $11,185-38.1% | $12,624-45.2% |