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 | $250,010 | $153,772+62.6% | $133,980+86.6% | $273,961-8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.14% | 36.51%-25.4pp | 29.30%-18.2pp | 41.45%-30.3pp |
| Employer contribution / active EE | $7,964 | $6,029+32.1% | $5,211+52.8% | $4,869+63.6% |
| Participant deferral / active EE | $11,418 | $6,958+64.1% | $6,282+81.8% | $5,287+116.0% |
| Admin fee / account holder | $30,807 | $11,765+161.9% | $9,324+230.4% | $10,132+204.1% |