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 | $344,817 | $211,958+62.7% | $169,463+103.5% | $135,375+154.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 13.62% | 3.26%+10.4pp | 1.83%+11.8pp | 519.73%-506.1pp |
| Employer contribution / active EE | $7,965 | $5,120+55.6% | $4,159+91.5% | $4,779+66.7% |
| Participant deferral / active EE | $7,417 | $6,075+22.1% | $5,277+40.6% | $5,609+32.2% |
| Admin fee / account holder | $11,263 | $11,471-1.8% | $9,109+23.6% | $10,827+4.0% |