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 | $544,307 | $153,772+254.0% | $133,980+306.3% | $273,961+98.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.67% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,044 | $6,029-49.5% | $5,211-41.6% | $4,869-37.5% |
| Participant deferral / active EE | $14,001 | $6,958+101.2% | $6,282+122.9% | $5,287+164.8% |
| Admin fee / account holder | $4,421 | $11,765-62.4% | $9,324-52.6% | $10,132-56.4% |