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 | $269,821 | $136,307+98.0% | $106,619+153.1% | $273,961-1.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.67% | 11.05%-3.4pp | 9.42%-1.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $10,622 | $5,190+104.7% | $3,947+169.1% | $4,869+118.2% |
| Participant deferral / active EE | $36,000 | $4,969+624.4% | $3,930+816.0% | $5,287+580.9% |
| Admin fee / account holder | $3,156 | $8,625-63.4% | $6,418-50.8% | $10,132-68.9% |