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 | $275,155 | $99,341+177.0% | $84,750+224.7% | $273,961+0.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.93% | 22.93%-20.0pp | 22.78%-19.8pp | 41.45%-38.5pp |
| Employer contribution / active EE | $22,054 | $4,214+423.4% | $3,574+517.0% | $4,869+353.0% |
| Participant deferral / active EE | $4,963 | $4,269+16.2% | $3,712+33.7% | $5,287-6.1% |
| Admin fee / account holder | $45,270 | $6,644+581.4% | $5,332+749.0% | $10,132+346.8% |