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 | $263,370 | $181,894+44.8% | $156,549+68.2% | $273,961-3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.57% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,188 | $6,248-17.0% | $5,501-5.7% | $4,869+6.6% |
| Participant deferral / active EE | $8,956 | $5,550+61.4% | $4,871+83.9% | $5,287+69.4% |
| Admin fee / account holder | $24,050 | $15,559+54.6% | $13,027+84.6% | $10,132+137.4% |