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 | $272,076 | $181,894+49.6% | $156,549+73.8% | $273,961-0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.23% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $9,551 | $6,248+52.9% | $5,501+73.6% | $4,869+96.2% |
| Participant deferral / active EE | $10,859 | $5,550+95.7% | $4,871+122.9% | $5,287+105.4% |
| Admin fee / account holder | $7,579 | $15,559-51.3% | $13,027-41.8% | $10,132-25.2% |