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 | $337,209 | $181,894+85.4% | $156,549+115.4% | $273,961+23.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 9.09% | 30.74%-21.7pp | 32.23%-23.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $10,447 | $6,248+67.2% | $5,501+89.9% | $4,869+114.6% |
| Participant deferral / active EE | $6,845 | $5,550+23.3% | $4,871+40.5% | $5,287+29.5% |
| Admin fee / account holder | $2,405 | $15,559-84.5% | $13,027-81.5% | $10,132-76.3% |