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 | $376,405 | $138,347+172.1% | $184,203+104.3% | $80,856+365.5% |
| Participation rate | 79.6% | 83.9%-4.2pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 23.51% | 20.02%+3.5pp | 28.81%-5.3pp | 35.59%-12.1pp |
| Employer contribution / active EE | $5,700 | $4,850+17.5% | $6,427-11.3% | $2,755+106.9% |
| Participant deferral / active EE | $13,221 | $7,071+87.0% | $9,131+44.8% | $4,296+207.8% |
| Admin fee / account holder | $4,372 | $10,483-58.3% | $13,901-68.5% | $6,918-36.8% |