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 | $268,907 | $106,749+151.9% | $145,433+84.9% | $82,448+226.2% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.6pp | 68.1%+8.5pp |
| Annual return | 14.70% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,861 | $3,444-16.9% | $4,554-37.2% | $2,551+12.1% |
| Participant deferral / active EE | $8,317 | $6,519+27.6% | $7,897+5.3% | $4,139+100.9% |
| Admin fee / account holder | $21,551 | $8,390+156.9% | $13,129+64.2% | $7,234+197.9% |