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 | $290,593 | $185,822+56.4% | $169,993+70.9% | $139,434+108.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.45% | 60.50%-48.1pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,482 | $7,590-54.1% | $6,785-48.7% | $4,751-26.7% |
| Participant deferral / active EE | $10,133 | $11,622-12.8% | $10,408-2.6% | $6,710+51.0% |
| Admin fee / account holder | $46,826 | $15,381+204.4% | $12,815+265.4% | $11,403+310.7% |