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 | $268,819 | $181,894+47.8% | $156,549+71.7% | $273,961-1.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,707 | $6,248-72.7% | $5,501-69.0% | $4,869-64.9% |
| Participant deferral / active EE | $3,708 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $3,442 | $15,559-77.9% | $13,027-73.6% | $10,132-66.0% |