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 | $261,256 | $65,365+299.7% | $92,893+181.2% | $72,985+258.0% |
| Participation rate | 78.0% | 68.3%+9.7pp | 76.0%+2.0pp | 69.5%+8.5pp |
| Annual return | 23.69% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,077 | $2,594-19.9% | $3,653-43.1% | $2,440-14.9% |
| Participant deferral / active EE | $7,884 | $3,128+152.0% | $4,236+86.1% | $3,607+118.6% |
| Admin fee / account holder | $922 | $4,251-78.3% | $5,794-84.1% | $5,124-82.0% |