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 | $373,004 | $181,894+105.1% | $156,549+138.3% | $273,961+36.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.93% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,054 | $6,248-51.1% | $5,501-44.5% | $4,869-37.3% |
| Participant deferral / active EE | $10,673 | $5,550+92.3% | $4,871+119.1% | $5,287+101.9% |
| Admin fee / account holder | $2,549 | $15,559-83.6% | $13,027-80.4% | $10,132-74.8% |