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 | $301,088 | $132,239+127.7% | $105,722+184.8% | $273,961+9.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.39% | 10.07%-3.7pp | 12.25%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $10,275 | $4,867+111.1% | $4,079+151.9% | $4,869+111.0% |
| Participant deferral / active EE | $11,184 | $6,233+79.4% | $5,326+110.0% | $5,287+111.5% |
| Admin fee / account holder | $2,984 | $12,032-75.2% | $8,308-64.1% | $10,132-70.5% |