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 | $284,261 | $86,929+227.0% | $102,423+177.5% | $80,856+251.6% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,059 | $4,118+71.4% | $5,053+39.7% | $4,296+64.3% |
| Admin fee / account holder | $5,418 | $8,049-32.7% | $9,451-42.7% | $6,918-21.7% |