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 | $282,856 | $153,772+83.9% | $133,980+111.1% | $273,961+3.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.11% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $10,274 | $6,029+70.4% | $5,211+97.1% | $4,869+111.0% |
| Participant deferral / active EE | $7,689 | $6,958+10.5% | $6,282+22.4% | $5,287+45.4% |
| Admin fee / account holder | $4,755 | $11,765-59.6% | $9,324-49.0% | $10,132-53.1% |