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 | $673,358 | $181,894+270.2% | $156,549+330.1% | $273,961+145.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.31% | 30.74%-18.4pp | 32.23%-19.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,222 | $6,248-64.4% | $5,501-59.6% | $4,869-54.4% |
| Participant deferral / active EE | $6,957 | $5,550+25.4% | $4,871+42.8% | $5,287+31.6% |
| Admin fee / account holder | $6,094 | $15,559-60.8% | $13,027-53.2% | $10,132-39.9% |