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 | $321,838 | $86,929+270.2% | $102,423+214.2% | $80,856+298.0% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 22.73% | 18.88%+3.8pp | 29.32%-6.6pp | 35.59%-12.9pp |
| Employer contribution / active EE | $2,256 | $2,369-4.8% | $3,023-25.4% | $2,755-18.1% |
| Participant deferral / active EE | $7,271 | $4,118+76.5% | $5,053+43.9% | $4,296+69.3% |
| Admin fee / account holder | $12,362 | $8,049+53.6% | $9,451+30.8% | $6,918+78.7% |