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 | $269,429 | $153,772+75.2% | $133,980+101.1% | $273,961-1.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.10% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,469 | $6,029-25.9% | $5,211-14.2% | $4,869-8.2% |
| Participant deferral / active EE | $3,521 | $6,958-49.4% | $6,282-43.9% | $5,287-33.4% |
| Admin fee / account holder | $9,988 | $11,765-15.1% | $9,324+7.1% | $10,132-1.4% |