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 | $286,222 | $369,484-22.5% | $303,047-5.6% | $357,791-20.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 13.52% | 0.42%+13.1pp | 2.47%+11.0pp | 396.79%-383.3pp |
| Employer contribution / active EE | $6,366 | $9,025-29.5% | $7,418-14.2% | $7,508-15.2% |
| Participant deferral / active EE | $9,917 | $5,439+82.3% | $5,070+95.6% | $5,521+79.6% |
| Admin fee / account holder | $658 | $49,137-98.7% | $39,333-98.3% | $28,387-97.7% |