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 | $356,635 | $153,772+131.9% | $133,980+166.2% | $273,961+30.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.84% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,247 | $6,029-13.0% | $5,211+0.7% | $4,869+7.8% |
| Participant deferral / active EE | $7,469 | $6,958+7.3% | $6,282+18.9% | $5,287+41.3% |
| Admin fee / account holder | $10,144 | $11,765-13.8% | $9,324+8.8% | $10,132+0.1% |