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 8-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 | $262,541 | $215,361+21.9% | $171,082+53.5% | $273,961-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.27% | 25.14%-17.9pp | 32.56%-25.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,002+24.9% | $4,869+2.7% |
| Participant deferral / active EE | $16,066 | $5,543+189.8% | $4,797+234.9% | $5,287+203.9% |
| Admin fee / account holder | $3,709 | $10,846-65.8% | $8,520-56.5% | $10,132-63.4% |