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 | $316,122 | $135,952+132.5% | $123,892+155.2% | $273,961+15.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.05% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,214 | $5,170-37.8% | $4,617-30.4% | $4,869-34.0% |
| Participant deferral / active EE | $10,395 | $6,343+63.9% | $5,984+73.7% | $5,287+96.6% |
| Admin fee / account holder | $54,579 | $9,817+456.0% | $8,357+553.1% | $10,132+438.7% |