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 | $272,428 | $71,050+283.4% | $93,606+191.0% | $80,856+236.9% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.2pp | 67.6%+18.3pp |
| Annual return | 14.00% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,586 | $1,564+65.4% | $2,420+6.9% | $2,755-6.1% |
| Participant deferral / active EE | $6,773 | $4,034+67.9% | $4,411+53.5% | $4,296+57.7% |
| Admin fee / account holder | $3,766 | $6,945-45.8% | $8,285-54.5% | $6,918-45.6% |