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 | $262,791 | $817,678-67.9% | $392,568-33.1% | $152,861+71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 23.78% | 22.84%+0.9pp | 24.42%-0.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,325 | $5,502+33.1% | $3,783+93.6% | $4,762+53.8% |
| Participant deferral / active EE | $9,916 | $8,398+18.1% | $5,985+65.7% | $5,850+69.5% |
| Admin fee / account holder | $3,719 | $12,095-69.3% | $6,260-40.6% | $11,596-67.9% |