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 | $341,793 | $362,131-5.6% | $285,549+19.7% | $357,791-4.5% |
| Participation rate | 78.6% | 89.8%-11.3pp | 83.2%-4.6pp | 85.6%-7.0pp |
| Annual return | 11.45% | 5.08%+6.4pp | 7.15%+4.3pp | 396.79%-385.3pp |
| Employer contribution / active EE | $4,689 | $5,952-21.2% | $5,022-6.6% | $7,508-37.5% |
| Participant deferral / active EE | $14,561 | $5,478+165.8% | $4,549+220.1% | $5,521+163.8% |
| Admin fee / account holder | $1,975 | $16,774-88.2% | $13,934-85.8% | $28,387-93.0% |