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 | $317,614 | $215,361+47.5% | $171,082+85.6% | $273,961+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.86% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $16,051 | $4,967+223.1% | $4,002+301.1% | $4,869+229.7% |
| Participant deferral / active EE | $13,904 | $5,543+150.8% | $4,797+189.8% | $5,287+163.0% |
| Admin fee / account holder | $4,486 | $10,846-58.6% | $8,520-47.3% | $10,132-55.7% |