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 | $288,939 | $181,894+58.9% | $156,549+84.6% | $273,961+5.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,675 | $6,248-25.2% | $5,501-15.0% | $4,869-4.0% |
| Participant deferral / active EE | $21,729 | $5,550+291.5% | $4,871+346.1% | $5,287+311.0% |
| Admin fee / account holder | $4,252 | $15,559-72.7% | $13,027-67.4% | $10,132-58.0% |