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 | $263,161 | $153,772+71.1% | $133,980+96.4% | $273,961-3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $11,565 | $6,029+91.8% | $5,211+121.9% | $4,869+137.5% |
| Participant deferral / active EE | $6,079 | $6,958-12.6% | $6,282-3.2% | $5,287+15.0% |
| Admin fee / account holder | $749 | $11,765-93.6% | $9,324-92.0% | $10,132-92.6% |