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 | $324,080 | $153,772+110.8% | $133,980+141.9% | $273,961+18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.04% | 36.51%-17.5pp | 29.30%-10.3pp | 41.45%-22.4pp |
| Employer contribution / active EE | $16,250 | $6,029+169.5% | $5,211+211.8% | $4,869+233.8% |
| Participant deferral / active EE | $7,473 | $6,958+7.4% | $6,282+19.0% | $5,287+41.3% |
| Admin fee / account holder | $6,477 | $11,765-44.9% | $9,324-30.5% | $10,132-36.1% |