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 | $270,728 | $106,749+153.6% | $145,433+86.2% | $82,448+228.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,334 | $3,444-3.2% | $4,554-26.8% | $2,551+30.7% |
| Participant deferral / active EE | $8,245 | $6,519+26.5% | $7,897+4.4% | $4,139+99.2% |
| Admin fee / account holder | $14,167 | $8,390+68.9% | $13,129+7.9% | $7,234+95.8% |