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 | $256,542 | $93,170+175.3% | $100,534+155.2% | $84,808+202.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 16.61% | 47.13%-30.5pp | 32.66%-16.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $9,721 | $3,985+144.0% | $4,346+123.7% | $2,631+269.5% |
| Participant deferral / active EE | $8,459 | $5,699+48.4% | $6,144+37.7% | $4,212+100.8% |
| Admin fee / account holder | $6,326 | $7,382-14.3% | $7,654-17.4% | $7,344-13.9% |