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 | $448,233 | $81,248+451.7% | $155,509+188.2% | $80,856+454.4% |
| Participation rate | 75.8% | 66.2%+9.5pp | 78.2%-2.4pp | 67.6%+8.1pp |
| Annual return | 20.32% | 33.31%-13.0pp | 64.67%-44.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,615 | $3,100-15.7% | $4,672-44.0% | $2,755-5.1% |
| Participant deferral / active EE | $6,191 | $3,452+79.4% | $5,626+10.0% | $4,296+44.1% |
| Admin fee / account holder | $17,800 | $7,997+122.6% | $15,912+11.9% | $6,918+157.3% |