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 | $367,122 | $215,361+70.5% | $171,082+114.6% | $273,961+34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.05% | 25.14%-15.1pp | 32.56%-22.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $15,914 | $4,967+220.4% | $4,002+297.7% | $4,869+226.9% |
| Participant deferral / active EE | $11,083 | $5,543+99.9% | $4,797+131.0% | $5,287+109.6% |
| Admin fee / account holder | $2,313 | $10,846-78.7% | $8,520-72.8% | $10,132-77.2% |