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 | $353,511 | $181,894+94.4% | $156,549+125.8% | $273,961+29.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.95% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,503 | $6,248-43.9% | $5,501-36.3% | $4,869-28.1% |
| Participant deferral / active EE | $8,997 | $5,550+62.1% | $4,871+84.7% | $5,287+70.2% |
| Admin fee / account holder | $4,612 | $15,559-70.4% | $13,027-64.6% | $10,132-54.5% |