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 | $302,591 | $153,772+96.8% | $133,980+125.8% | $273,961+10.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.18% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,782 | $6,029-53.9% | $5,211-46.6% | $4,869-42.9% |
| Participant deferral / active EE | $12,851 | $6,958+84.7% | $6,282+104.6% | $5,287+143.1% |
| Admin fee / account holder | $16,731 | $11,765+42.2% | $9,324+79.4% | $10,132+65.1% |