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 | $419,837 | $181,894+130.8% | $156,549+168.2% | $273,961+53.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.05% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $8,523 | $6,248+36.4% | $5,501+54.9% | $4,869+75.1% |
| Participant deferral / active EE | $7,277 | $5,550+31.1% | $4,871+49.4% | $5,287+37.6% |
| Admin fee / account holder | $6,332 | $15,559-59.3% | $13,027-51.4% | $10,132-37.5% |