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 | $258,068 | $135,952+89.8% | $123,892+108.3% | $273,961-5.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.85% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,491 | $5,170-13.1% | $4,617-2.7% | $4,869-7.8% |
| Participant deferral / active EE | $4,945 | $6,343-22.0% | $5,984-17.4% | $5,287-6.5% |
| Admin fee / account holder | $575 | $9,817-94.1% | $8,357-93.1% | $10,132-94.3% |