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 | $267,732 | $81,460+228.7% | $103,333+159.1% | $80,856+231.1% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 16.04% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $6,522 | $3,105+110.0% | $3,868+68.6% | $2,755+136.7% |
| Participant deferral / active EE | $12,885 | $3,869+233.1% | $5,057+154.8% | $4,296+200.0% |
| Admin fee / account holder | $33,490 | $6,566+410.0% | $8,355+300.8% | $6,918+384.1% |