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 | $254,638 | $86,929+192.9% | $102,423+148.6% | $80,856+214.9% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 17.38% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,877 | $2,369+63.6% | $3,023+28.2% | $2,755+40.7% |
| Participant deferral / active EE | $6,478 | $4,118+57.3% | $5,053+28.2% | $4,296+50.8% |
| Admin fee / account holder | $27,906 | $8,049+246.7% | $9,451+195.3% | $6,918+303.4% |