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 | $250,156 | $135,952+84.0% | $123,892+101.9% | $273,961-8.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.28% | 56.63%-40.3pp | 47.52%-31.2pp | 41.45%-25.2pp |
| Employer contribution / active EE | $6,149 | $5,170+18.9% | $4,617+33.2% | $4,869+26.3% |
| Participant deferral / active EE | $13,042 | $6,343+105.6% | $5,984+117.9% | $5,287+146.7% |
| Admin fee / account holder | $6,672 | $9,817-32.0% | $8,357-20.2% | $10,132-34.2% |