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 | $301,863 | $135,952+122.0% | $123,892+143.6% | $273,961+10.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.48% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $7,200 | $5,170+39.3% | $4,617+56.0% | $4,869+47.9% |
| Participant deferral / active EE | $4,203 | $6,343-33.7% | $5,984-29.8% | $5,287-20.5% |
| Admin fee / account holder | $12,074 | $9,817+23.0% | $8,357+44.5% | $10,132+19.2% |