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 | $255,396 | $63,764+300.5% | $81,930+211.7% | $79,858+219.8% |
| Participation rate | 93.0% | 67.5%+25.5pp | 72.0%+21.0pp | 69.6%+23.4pp |
| Annual return | 17.86% | 22.66%-4.8pp | 29.49%-11.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $20,713 | $1,795+1053.7% | $4,310+380.6% | $2,471+738.3% |
| Participant deferral / active EE | $3,096 | $2,780+11.3% | $7,107-56.4% | $3,740-17.2% |
| Admin fee / account holder | $1,936 | $4,426-56.3% | $5,158-62.5% | $5,306-63.5% |