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 | $310,055 | $181,894+70.5% | $156,549+98.1% | $273,961+13.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.05% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $10,934 | $6,248+75.0% | $5,501+98.7% | $4,869+124.6% |
| Participant deferral / active EE | $8,641 | $5,550+55.7% | $4,871+77.4% | $5,287+63.4% |
| Admin fee / account holder | $2,260 | $15,559-85.5% | $13,027-82.7% | $10,132-77.7% |