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 | $323,784 | $153,772+110.6% | $133,980+141.7% | $273,961+18.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.26% | 36.51%-20.2pp | 29.30%-13.0pp | 41.45%-25.2pp |
| Employer contribution / active EE | $8,125 | $6,029+34.8% | $5,211+55.9% | $4,869+66.9% |
| Participant deferral / active EE | $11,410 | $6,958+64.0% | $6,282+81.6% | $5,287+115.8% |
| Admin fee / account holder | $31,782 | $11,765+170.1% | $9,324+240.9% | $10,132+213.7% |