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 | $461,043 | $153,772+199.8% | $133,980+244.1% | $273,961+68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.10% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $5,087 | $6,029-15.6% | $5,211-2.4% | $4,869+4.5% |
| Participant deferral / active EE | $20,313 | $6,958+191.9% | $6,282+223.4% | $5,287+284.2% |
| Admin fee / account holder | $1,879 | $11,765-84.0% | $9,324-79.9% | $10,132-81.5% |