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 | $252,722 | $181,894+38.9% | $156,549+61.4% | $273,961-7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.20% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,493 | $6,248-60.1% | $5,501-54.7% | $4,869-48.8% |
| Participant deferral / active EE | $8,935 | $5,550+61.0% | $4,871+83.4% | $5,287+69.0% |
| Admin fee / account holder | $1,169 | $15,559-92.5% | $13,027-91.0% | $10,132-88.5% |