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 | $335,994 | $135,952+147.1% | $123,892+171.2% | $273,961+22.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,167 | $5,170-19.4% | $4,617-9.8% | $4,869-14.4% |
| Participant deferral / active EE | $8,364 | $6,343+31.9% | $5,984+39.8% | $5,287+58.2% |
| Admin fee / account holder | $8,187 | $9,817-16.6% | $8,357-2.0% | $10,132-19.2% |