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 | $314,922 | $153,772+104.8% | $133,980+135.1% | $273,961+15.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.70% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,265 | $6,029-29.3% | $5,211-18.2% | $4,869-12.4% |
| Participant deferral / active EE | $5,336 | $6,958-23.3% | $6,282-15.1% | $5,287+0.9% |
| Admin fee / account holder | $2,620 | $11,765-77.7% | $9,324-71.9% | $10,132-74.1% |