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 | $280,709 | $153,772+82.5% | $133,980+109.5% | $273,961+2.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.51% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,182 | $6,029-47.2% | $5,211-38.9% | $4,869-34.6% |
| Participant deferral / active EE | $11,754 | $6,958+68.9% | $6,282+87.1% | $5,287+122.3% |
| Admin fee / account holder | $14,650 | $11,765+24.5% | $9,324+57.1% | $10,132+44.6% |