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 | $286,098 | $135,952+110.4% | $123,892+130.9% | $273,961+4.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.60% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,167 | $5,170-19.4% | $4,617-9.7% | $4,869-14.4% |
| Participant deferral / active EE | $10,300 | $6,343+62.4% | $5,984+72.1% | $5,287+94.8% |
| Admin fee / account holder | $34,785 | $9,817+254.3% | $8,357+316.2% | $10,132+243.3% |