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 | $318,391 | $181,894+75.0% | $156,549+103.4% | $273,961+16.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,034 | $6,248-51.4% | $5,501-44.8% | $4,869-37.7% |
| Participant deferral / active EE | $6,650 | $5,550+19.8% | $4,871+36.5% | $5,287+25.8% |
| Admin fee / account holder | $3,150 | $15,559-79.8% | $13,027-75.8% | $10,132-68.9% |