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 | $295,142 | $89,753+228.8% | $107,525+174.5% | $84,808+248.0% |
| Participation rate | 76.3% | 68.1%+8.3pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,080 | $3,113-65.3% | $3,754-71.2% | $2,631-58.9% |
| Participant deferral / active EE | $11,725 | $4,056+189.1% | $5,116+129.2% | $4,212+178.4% |
| Admin fee / account holder | $27,583 | $7,222+281.9% | $8,919+209.3% | $7,344+275.6% |