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 | $266,449 | $215,361+23.7% | $171,082+55.7% | $273,961-2.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.91% | 25.14%-18.2pp | 32.56%-25.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,809 | $4,967+37.1% | $4,002+70.1% | $4,869+39.9% |
| Participant deferral / active EE | $11,850 | $5,543+113.8% | $4,797+147.0% | $5,287+124.1% |
| Admin fee / account holder | $3,200 | $10,846-70.5% | $8,520-62.4% | $10,132-68.4% |