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 | $290,710 | $181,894+59.8% | $156,549+85.7% | $273,961+6.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.38% | 30.74%-20.4pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,656 | $6,248-25.5% | $5,501-15.4% | $4,869-4.4% |
| Participant deferral / active EE | $3,213 | $5,550-42.1% | $4,871-34.0% | $5,287-39.2% |
| Admin fee / account holder | $2,318 | $15,559-85.1% | $13,027-82.2% | $10,132-77.1% |