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 | $271,587 | $99,985+171.6% | $146,665+85.2% | $85,850+216.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.44% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $11,052 | $2,559+331.9% | $4,136+167.2% | $2,565+330.8% |
| Participant deferral / active EE | $7,403 | $4,006+84.8% | $5,506+34.5% | $3,952+87.3% |
| Admin fee / account holder | $7,519 | $7,702-2.4% | $10,280-26.9% | $6,260+20.1% |