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 | $383,907 | $181,894+111.1% | $156,549+145.2% | $273,961+40.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.11% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $11,101 | $6,248+77.7% | $5,501+101.8% | $4,869+128.0% |
| Participant deferral / active EE | $8,580 | $5,550+54.6% | $4,871+76.1% | $5,287+62.3% |
| Admin fee / account holder | $3,470 | $15,559-77.7% | $13,027-73.4% | $10,132-65.8% |