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 | $278,334 | $138,347+101.2% | $184,203+51.1% | $80,856+244.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.17% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,222 | $4,850+48.9% | $6,427+12.4% | $2,755+162.2% |
| Participant deferral / active EE | $8,875 | $7,071+25.5% | $9,131-2.8% | $4,296+106.6% |
| Admin fee / account holder | $3,902 | $10,483-62.8% | $13,901-71.9% | $6,918-43.6% |