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 | $268,871 | $135,952+97.8% | $123,892+117.0% | $273,961-1.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.66% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,330 | $5,170+22.4% | $4,617+37.1% | $4,869+30.0% |
| Participant deferral / active EE | $12,155 | $6,343+91.6% | $5,984+103.1% | $5,287+129.9% |
| Admin fee / account holder | $6,789 | $9,817-30.8% | $8,357-18.8% | $10,132-33.0% |