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 | $254,570 | $132,239+92.5% | $105,722+140.8% | $273,961-7.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.33% | 10.07%-0.7pp | 12.25%-2.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,267 | $4,867-53.4% | $4,079-44.4% | $4,869-53.4% |
| Participant deferral / active EE | $2,691 | $6,233-56.8% | $5,326-49.5% | $5,287-49.1% |
| Admin fee / account holder | $3,509 | $12,032-70.8% | $8,308-57.8% | $10,132-65.4% |