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 | $268,309 | $153,772+74.5% | $133,980+100.3% | $273,961-2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.24% | 36.51%-25.3pp | 29.30%-18.1pp | 41.45%-30.2pp |
| Employer contribution / active EE | $12,546 | $6,029+108.1% | $5,211+140.7% | $4,869+157.7% |
| Participant deferral / active EE | $12,436 | $6,958+78.7% | $6,282+98.0% | $5,287+135.2% |
| Admin fee / account holder | $790 | $11,765-93.3% | $9,324-91.5% | $10,132-92.2% |