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 | $416,687 | $153,772+171.0% | $133,980+211.0% | $273,961+52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.78% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,908 | $6,029+31.2% | $5,211+51.8% | $4,869+62.4% |
| Participant deferral / active EE | $4,928 | $6,958-29.2% | $6,282-21.6% | $5,287-6.8% |
| Admin fee / account holder | $499 | $11,765-95.8% | $9,324-94.6% | $10,132-95.1% |