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 | $259,074 | $153,772+68.5% | $133,980+93.4% | $273,961-5.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.55% | 36.51%-25.0pp | 29.30%-17.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $16,245 | $6,029+169.5% | $5,211+211.7% | $4,869+233.7% |
| Participant deferral / active EE | $11,549 | $6,958+66.0% | $6,282+83.8% | $5,287+118.4% |
| Admin fee / account holder | $798 | $11,765-93.2% | $9,324-91.4% | $10,132-92.1% |