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 | $271,731 | $95,453+184.7% | $112,040+142.5% | $82,448+229.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 16.93% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,778 | $2,318+19.9% | $2,954-5.9% | $2,551+8.9% |
| Participant deferral / active EE | $6,600 | $4,224+56.3% | $5,098+29.5% | $4,139+59.5% |
| Admin fee / account holder | $5,164 | $9,013-42.7% | $12,098-57.3% | $7,234-28.6% |