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 | $341,882 | $78,422+336.0% | $95,952+256.3% | $79,858+328.1% |
| Participation rate | 72.1% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.5pp |
| Annual return | 15.84% | 19.37%-3.5pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,776 | $1,945-8.7% | $2,541-30.1% | $2,471-28.1% |
| Participant deferral / active EE | $6,838 | $3,440+98.8% | $4,167+64.1% | $3,740+82.8% |
| Admin fee / account holder | $68,372 | $5,622+1116.1% | $6,795+906.2% | $5,306+1188.5% |