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 | $442,358 | $181,894+143.2% | $156,549+182.6% | $273,961+61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.26% | 30.74%-27.5pp | 32.23%-29.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $8,886 | $6,248+42.2% | $5,501+61.5% | $4,869+82.5% |
| Participant deferral / active EE | $4,800 | $5,550-13.5% | $4,871-1.5% | $5,287-9.2% |
| Admin fee / account holder | $3,034 | $15,559-80.5% | $13,027-76.7% | $10,132-70.1% |