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 | $329,939 | $81,248+306.1% | $155,509+112.2% | $80,856+308.1% |
| Participation rate | 76.2% | 66.2%+10.0pp | 78.2%-2.0pp | 67.6%+8.6pp |
| Annual return | 19.90% | 33.31%-13.4pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,776 | $3,100+21.8% | $4,672-19.2% | $2,755+37.1% |
| Participant deferral / active EE | $12,774 | $3,452+270.1% | $5,626+127.0% | $4,296+197.4% |
| Admin fee / account holder | $2,546 | $7,997-68.2% | $15,912-84.0% | $6,918-63.2% |