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 | $507,940 | $181,894+179.3% | $156,549+224.5% | $273,961+85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.80% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,348 | $6,248-78.4% | $5,501-75.5% | $4,869-72.3% |
| Participant deferral / active EE | $4,129 | $5,550-25.6% | $4,871-15.2% | $5,287-21.9% |
| Admin fee / account holder | $1,785 | $15,559-88.5% | $13,027-86.3% | $10,132-82.4% |