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 | $256,788 | $99,341+158.5% | $84,750+203.0% | $273,961-6.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $9,597 | $4,214+127.7% | $3,574+168.5% | $4,869+97.1% |
| Participant deferral / active EE | $6,741 | $4,269+57.9% | $3,712+81.6% | $5,287+27.5% |
| Admin fee / account holder | $1,085 | $6,644-83.7% | $5,332-79.6% | $10,132-89.3% |