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 | $378,912 | $181,894+108.3% | $156,549+142.0% | $273,961+38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $11,142 | $6,248+78.3% | $5,501+102.5% | $4,869+128.9% |
| Participant deferral / active EE | $7,189 | $5,550+29.5% | $4,871+47.6% | $5,287+36.0% |
| Admin fee / account holder | $2,674 | $15,559-82.8% | $13,027-79.5% | $10,132-73.6% |