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 | $289,072 | $54,705+428.4% | $71,209+305.9% | $84,808+240.9% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 17.40% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,231 | $2,158-43.0% | $2,721-54.8% | $2,631-53.2% |
| Participant deferral / active EE | $14,857 | $3,030+390.3% | $4,175+255.9% | $4,212+252.8% |
| Admin fee / account holder | $1,654 | $4,863-66.0% | $5,349-69.1% | $7,344-77.5% |