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 | $305,350 | $99,341+207.4% | $84,750+260.3% | $273,961+11.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.30% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,548 | $4,214-39.5% | $3,574-28.7% | $4,869-47.7% |
| Participant deferral / active EE | $4,242 | $4,269-0.6% | $3,712+14.3% | $5,287-19.8% |
| Admin fee / account holder | $584,158 | $6,644+8692.2% | $5,332+10855.4% | $10,132+5665.5% |