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 | $394,174 | $181,894+116.7% | $156,549+151.8% | $273,961+43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $15,670 | $6,248+150.8% | $5,501+184.9% | $4,869+221.9% |
| Participant deferral / active EE | $8,780 | $5,550+58.2% | $4,871+80.3% | $5,287+66.1% |
| Admin fee / account holder | $3,447 | $15,559-77.8% | $13,027-73.5% | $10,132-66.0% |