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 | $315,568 | $80,717+291.0% | $154,803+103.9% | $84,808+272.1% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 15.60% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,351 | $2,761+21.4% | $4,305-22.2% | $2,631+27.4% |
| Participant deferral / active EE | $6,262 | $3,303+89.6% | $5,540+13.0% | $4,212+48.7% |
| Admin fee / account holder | $12,079 | $6,746+79.1% | $14,329-15.7% | $7,344+64.5% |