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 | $282,443 | $60,349+368.0% | $74,183+280.7% | $62,891+349.1% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 10.80% | 21.37%-10.6pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,324 | $1,680-21.2% | $2,370-44.2% | $2,281-42.0% |
| Participant deferral / active EE | $8,118 | $2,856+184.2% | $3,550+128.7% | $3,203+153.5% |
| Admin fee / account holder | $4,104 | $4,261-3.7% | $5,586-26.5% | $4,296-4.5% |