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 | $421,433 | $135,952+210.0% | $123,892+240.2% | $273,961+53.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.34% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,583 | $5,170-11.3% | $4,617-0.7% | $4,869-5.9% |
| Participant deferral / active EE | $8,207 | $6,343+29.4% | $5,984+37.1% | $5,287+55.2% |
| Admin fee / account holder | $4,668 | $9,817-52.5% | $8,357-44.1% | $10,132-53.9% |