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 9-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 | $278,430 | $215,361+29.3% | $171,082+62.7% | $273,961+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.30% | 25.14%-14.8pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,000 | $4,967-59.7% | $4,002-50.0% | $4,869-58.9% |
| Participant deferral / active EE | $1,682 | $5,543-69.7% | $4,797-64.9% | $5,287-68.2% |
| Admin fee / account holder | $8,374 | $10,846-22.8% | $8,520-1.7% | $10,132-17.3% |