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 | $255,653 | $109,413+133.7% | $156,263+63.6% | $84,808+201.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,011 | $2,907+38.0% | $4,333-7.4% | $2,631+52.5% |
| Participant deferral / active EE | $10,007 | $4,590+118.0% | $6,158+62.5% | $4,212+137.6% |
| Admin fee / account holder | $12,015 | $9,357+28.4% | $14,255-15.7% | $7,344+63.6% |