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 | $308,218 | $215,361+43.1% | $171,082+80.2% | $273,961+12.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.74% | 25.14%-14.4pp | 32.56%-21.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $19,591 | $4,967+294.4% | $4,002+389.6% | $4,869+302.4% |
| Participant deferral / active EE | $4,505 | $5,543-18.7% | $4,797-6.1% | $5,287-14.8% |
| Admin fee / account holder | $77,859 | $10,846+617.8% | $8,520+813.9% | $10,132+668.5% |