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 | $367,421 | $153,772+138.9% | $133,980+174.2% | $273,961+34.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.37% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $8,116 | $6,029+34.6% | $5,211+55.7% | $4,869+66.7% |
| Participant deferral / active EE | $15,393 | $6,958+121.2% | $6,282+145.0% | $5,287+191.1% |
| Admin fee / account holder | $4,059 | $11,765-65.5% | $9,324-56.5% | $10,132-59.9% |