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 | $278,413 | $135,952+104.8% | $123,892+124.7% | $273,961+1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.22% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $6,594 | $5,170+27.6% | $4,617+42.8% | $4,869+35.4% |
| Participant deferral / active EE | $12,807 | $6,343+101.9% | $5,984+114.0% | $5,287+142.2% |
| Admin fee / account holder | $37,055 | $9,817+277.5% | $8,357+343.4% | $10,132+265.7% |