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 | $1,102,959 | $215,361+412.1% | $171,082+544.7% | $273,961+302.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 4.70% | 25.14%-20.4pp | 32.56%-27.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,872 | $4,967-62.3% | $4,002-53.2% | $4,869-61.5% |
| Participant deferral / active EE | $6,144 | $5,543+10.8% | $4,797+28.1% | $5,287+16.2% |
| Admin fee / account holder | $45,267 | $10,846+317.4% | $8,520+431.3% | $10,132+346.8% |