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 | $300,134 | $181,894+65.0% | $156,549+91.7% | $273,961+9.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $17,820 | $6,248+185.2% | $5,501+223.9% | $4,869+266.0% |
| Participant deferral / active EE | $5,267 | $5,550-5.1% | $4,871+8.1% | $5,287-0.4% |
| Admin fee / account holder | $61,496 | $15,559+295.2% | $13,027+372.1% | $10,132+507.0% |