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 | $385,823 | $153,772+150.9% | $133,980+188.0% | $273,961+40.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.36% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $12,059 | $6,029+100.0% | $5,211+131.4% | $4,869+147.7% |
| Participant deferral / active EE | $4,650 | $6,958-33.2% | $6,282-26.0% | $5,287-12.0% |
| Admin fee / account holder | $147,453 | $11,765+1153.4% | $9,324+1481.4% | $10,132+1355.3% |