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 | $308,128 | $111,754+175.7% | $103,333+198.2% | $145,922+111.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 24.77%-14.2pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $8,619 | $4,212+104.6% | $3,868+122.8% | $4,660+85.0% |
| Participant deferral / active EE | $5,986 | $5,619+6.5% | $5,057+18.4% | $6,688-10.5% |
| Admin fee / account holder | $9,053 | $9,750-7.2% | $8,355+8.4% | $13,397-32.4% |