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 | $283,683 | $228,332+24.2% | $185,823+52.7% | $158,922+78.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.83% | 40.80%-32.0pp | 35.95%-27.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $4,762 | $4,967-4.1% | $4,087+16.5% | $4,7610% |
| Participant deferral / active EE | $7,900 | $6,415+23.2% | $5,632+40.3% | $5,982+32.1% |
| Admin fee / account holder | $1,869 | $11,864-84.2% | $9,500-80.3% | $11,246-83.4% |