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 | $88,672+232.8% | $105,223+180.5% | $82,448+258.0% |
| Participation rate | 76.3% | 67.9%+8.4pp | 75.0%+1.3pp | 68.1%+8.2pp |
| Annual return | 14.08% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,080 | $3,048-64.6% | $3,689-70.7% | $2,551-57.7% |
| Participant deferral / active EE | $11,725 | $4,036+190.5% | $5,072+131.2% | $4,139+183.3% |
| Admin fee / account holder | $27,583 | $7,146+286.0% | $8,859+211.4% | $7,234+281.3% |