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 | $360,230 | $181,894+98.0% | $156,549+130.1% | $273,961+31.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.69% | 30.74%-23.1pp | 32.23%-24.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,995 | $6,248+11.9% | $5,501+27.1% | $4,869+43.7% |
| Participant deferral / active EE | $6,299 | $5,550+13.5% | $4,871+29.3% | $5,287+19.1% |
| Admin fee / account holder | $5,682 | $15,559-63.5% | $13,027-56.4% | $10,132-43.9% |