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 | $307,799 | $153,772+100.2% | $133,980+129.7% | $273,961+12.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.57% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,438 | $6,029-59.6% | $5,211-53.2% | $4,869-49.9% |
| Participant deferral / active EE | $12,608 | $6,958+81.2% | $6,282+100.7% | $5,287+138.5% |
| Admin fee / account holder | $524 | $11,765-95.5% | $9,324-94.4% | $10,132-94.8% |