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 | $342,932 | $181,894+88.5% | $156,549+119.1% | $273,961+25.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.25% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $13,312 | $6,248+113.1% | $5,501+142.0% | $4,869+173.4% |
| Participant deferral / active EE | $9,850 | $5,550+77.5% | $4,871+102.2% | $5,287+86.3% |
| Admin fee / account holder | $5,265 | $15,559-66.2% | $13,027-59.6% | $10,132-48.0% |