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 | $265,983 | $95,803+177.6% | $113,168+135.0% | $84,808+213.6% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 12.82% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,013 | $2,360+112.4% | $2,975+68.5% | $2,631+90.6% |
| Participant deferral / active EE | $10,163 | $4,242+139.6% | $5,107+99.0% | $4,212+141.3% |
| Admin fee / account holder | $57,297 | $8,989+537.4% | $12,068+374.8% | $7,344+680.2% |