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 | $300,448 | $153,772+95.4% | $133,980+124.2% | $273,961+9.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.67% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,825 | $6,029-69.7% | $5,211-65.0% | $4,869-62.5% |
| Participant deferral / active EE | $4,810 | $6,958-30.9% | $6,282-23.4% | $5,287-9.0% |
| Admin fee / account holder | $2,022 | $11,765-82.8% | $9,324-78.3% | $10,132-80.0% |