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 | $316,490 | $181,894+74.0% | $156,549+102.2% | $273,961+15.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,340 | $6,248-78.6% | $5,501-75.6% | $4,869-72.5% |
| Participant deferral / active EE | $10,648 | $5,550+91.9% | $4,871+118.6% | $5,287+101.4% |
| Admin fee / account holder | $12,620 | $15,559-18.9% | $13,027-3.1% | $10,132+24.6% |