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 | $303,729 | $138,385+119.5% | $184,200+64.9% | $80,874+275.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.55% | 20.02%-8.5pp | 28.80%-17.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,607 | $4,849-66.9% | $6,424-75.0% | $2,756-41.7% |
| Participant deferral / active EE | $8,880 | $7,073+25.6% | $9,132-2.8% | $4,297+106.7% |
| Admin fee / account holder | $9,047 | $10,483-13.7% | $13,907-34.9% | $6,935+30.5% |