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 | $287,180 | $181,894+57.9% | $156,549+83.4% | $273,961+4.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.78% | 30.74%-27.0pp | 32.23%-28.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,325 | $6,248+33.2% | $5,501+51.3% | $4,869+71.0% |
| Participant deferral / active EE | $10,846 | $5,550+95.4% | $4,871+122.7% | $5,287+105.1% |
| Admin fee / account holder | $6,665 | $15,559-57.2% | $13,027-48.8% | $10,132-34.2% |