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 | $292,217 | $153,772+90.0% | $133,980+118.1% | $273,961+6.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.09% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $10,676 | $6,029+77.1% | $5,211+104.9% | $4,869+119.3% |
| Participant deferral / active EE | $8,399 | $6,958+20.7% | $6,282+33.7% | $5,287+58.9% |
| Admin fee / account holder | $4,369 | $11,765-62.9% | $9,324-53.1% | $10,132-56.9% |