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 | $351,224 | $153,772+128.4% | $133,980+162.1% | $273,961+28.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.07% | 36.51%-21.4pp | 29.30%-14.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $4,964 | $6,029-17.7% | $5,211-4.7% | $4,869+2.0% |
| Participant deferral / active EE | $15,026 | $6,958+115.9% | $6,282+139.2% | $5,287+184.2% |
| Admin fee / account holder | $1,412 | $11,765-88.0% | $9,324-84.9% | $10,132-86.1% |