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 | $314,063 | $181,894+72.7% | $156,549+100.6% | $273,961+14.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.59% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,836 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $4,542 | $5,550-18.2% | $4,871-6.8% | $5,287-14.1% |
| Admin fee / account holder | $3,432 | $15,559-77.9% | $13,027-73.7% | $10,132-66.1% |