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 | $333,113 | $181,894+83.1% | $156,549+112.8% | $273,961+21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.25% | 30.74%-19.5pp | 32.23%-21.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $11,371 | $6,248+82.0% | $5,501+106.7% | $4,869+133.5% |
| Participant deferral / active EE | $7,181 | $5,550+29.4% | $4,871+47.4% | $5,287+35.8% |
| Admin fee / account holder | $4,235 | $15,559-72.8% | $13,027-67.5% | $10,132-58.2% |