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 | $284,987 | $181,894+56.7% | $156,549+82.0% | $273,961+4.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 22.68% | 30.74%-8.1pp | 32.23%-9.5pp | 41.45%-18.8pp |
| Employer contribution / active EE | $8,742 | $6,248+39.9% | $5,501+58.9% | $4,869+79.5% |
| Participant deferral / active EE | $6,426 | $5,550+15.8% | $4,871+31.9% | $5,287+21.5% |
| Admin fee / account holder | $2,204 | $15,559-85.8% | $13,027-83.1% | $10,132-78.2% |