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 | $329,720 | $81,460+304.8% | $103,333+219.1% | $80,856+307.8% |
| Participation rate | 83.6% | 66.8%+16.8pp | 74.5%+9.1pp | 67.6%+16.0pp |
| Annual return | 15.05% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,789 | $3,105-42.4% | $3,868-53.7% | $2,755-35.0% |
| Participant deferral / active EE | $11,656 | $3,869+201.3% | $5,057+130.5% | $4,296+171.3% |
| Admin fee / account holder | $4,009 | $6,566-38.9% | $8,355-52.0% | $6,918-42.0% |