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 | $373,511 | $153,772+142.9% | $133,980+178.8% | $273,961+36.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.68% | 36.51%-22.8pp | 29.30%-15.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $32,781 | $6,029+443.7% | $5,211+529.0% | $4,869+573.3% |
| Participant deferral / active EE | $18,160 | $6,958+161.0% | $6,282+189.1% | $5,287+243.5% |
| Admin fee / account holder | $2,197 | $11,765-81.3% | $9,324-76.4% | $10,132-78.3% |