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 | $415,333 | $163,687+153.7% | $108,745+281.9% | $273,961+51.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 7.55% | 31.16%-23.6pp | 46.22%-38.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $17,901 | $4,711+280.0% | $3,323+438.7% | $4,869+267.7% |
| Participant deferral / active EE | $9,859 | $7,155+37.8% | $5,121+92.5% | $5,287+86.5% |
| Admin fee / account holder | $2,893 | $12,890-77.6% | $6,144-52.9% | $10,132-71.4% |