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 | $359,778 | $215,361+67.1% | $171,082+110.3% | $273,961+31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.95% | 25.14%-15.2pp | 32.56%-22.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $6,858 | $4,967+38.1% | $4,002+71.4% | $4,869+40.9% |
| Participant deferral / active EE | $10,213 | $5,543+84.2% | $4,797+112.9% | $5,287+93.2% |
| Admin fee / account holder | $6,653 | $10,846-38.7% | $8,520-21.9% | $10,132-34.3% |