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 | $267,058 | $181,894+46.8% | $156,549+70.6% | $273,961-2.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.95% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,353 | $6,248+33.7% | $5,501+51.8% | $4,869+71.6% |
| Participant deferral / active EE | $6,152 | $5,550+10.8% | $4,871+26.3% | $5,287+16.3% |
| Admin fee / account holder | $12,524 | $15,559-19.5% | $13,027-3.9% | $10,132+23.6% |