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 | $1,099,287 | $215,361+410.4% | $171,082+542.5% | $273,961+301.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.63% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,309 | $4,967-53.5% | $4,002-42.3% | $4,869-52.6% |
| Participant deferral / active EE | $8,300 | $5,543+49.7% | $4,797+73.0% | $5,287+57.0% |
| Admin fee / account holder | $7,012 | $10,846-35.4% | $8,520-17.7% | $10,132-30.8% |