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 | $366,878 | $181,894+101.7% | $156,549+134.4% | $273,961+33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.65% | 30.74%-18.1pp | 32.23%-19.6pp | 41.45%-28.8pp |
| Employer contribution / active EE | $14,757 | $6,248+136.2% | $5,501+168.3% | $4,869+203.1% |
| Participant deferral / active EE | $8,918 | $5,550+60.7% | $4,871+83.1% | $5,287+68.7% |
| Admin fee / account holder | $4,318 | $15,559-72.3% | $13,027-66.9% | $10,132-57.4% |