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 | $273,602 | $135,952+101.2% | $123,892+120.8% | $273,961-0.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $14,789 | $5,170+186.1% | $4,617+220.3% | $4,869+203.8% |
| Participant deferral / active EE | $10,754 | $6,343+69.5% | $5,984+79.7% | $5,287+103.4% |
| Admin fee / account holder | $11,895 | $9,817+21.2% | $8,357+42.3% | $10,132+17.4% |