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 | $397,343 | $238,490+66.6% | $180,183+120.5% | $142,382+179.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.06% | 33.56%-20.5pp | 27.86%-14.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,046 | $6,143-34.1% | $5,039-19.7% | $4,299-5.9% |
| Participant deferral / active EE | $10,333 | $7,996+29.2% | $6,822+51.5% | $6,507+58.8% |
| Admin fee / account holder | $6,463 | $28,866-77.6% | $19,975-67.6% | $12,624-48.8% |