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 | $290,643 | $135,952+113.8% | $123,892+134.6% | $273,961+6.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.06% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,919 | $5,170+33.8% | $4,617+49.9% | $4,869+42.1% |
| Participant deferral / active EE | $15,942 | $6,343+151.3% | $5,984+166.4% | $5,287+201.5% |
| Admin fee / account holder | $41,095 | $9,817+318.6% | $8,357+391.8% | $10,132+305.6% |