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 | $340,347 | $181,894+87.1% | $156,549+117.4% | $273,961+24.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,884 | $6,248-21.8% | $5,501-11.2% | $4,869+0.3% |
| Participant deferral / active EE | $7,711 | $5,550+38.9% | $4,871+58.3% | $5,287+45.9% |
| Admin fee / account holder | $12,371 | $15,559-20.5% | $13,027-5.0% | $10,132+22.1% |