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 | $252,389 | $86,929+190.3% | $102,423+146.4% | $80,856+212.1% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.6%+20.2pp |
| Annual return | 14.82% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,713 | $2,369-27.7% | $3,023-43.3% | $2,755-37.8% |
| Participant deferral / active EE | $9,296 | $4,118+125.7% | $5,053+84.0% | $4,296+116.4% |
| Admin fee / account holder | $45,578 | $8,049+466.3% | $9,451+382.3% | $6,918+558.8% |