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 | $434,382 | $153,772+182.5% | $133,980+224.2% | $273,961+58.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.76% | 36.51%-29.8pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,340 | $6,029-44.6% | $5,211-35.9% | $4,869-31.4% |
| Participant deferral / active EE | $22,618 | $6,958+225.1% | $6,282+260.1% | $5,287+327.8% |
| Admin fee / account holder | $28,425 | $11,765+141.6% | $9,324+204.9% | $10,132+180.5% |