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 | $253,913 | $57,016+345.3% | $84,966+198.8% | $80,856+214.0% |
| Participation rate | 86.0% | 56.3%+29.7pp | 67.5%+18.5pp | 67.6%+18.4pp |
| Annual return | 13.79% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,805 | $1,798+0.4% | $2,727-33.8% | $2,755-34.5% |
| Participant deferral / active EE | $4,071 | $3,110+30.9% | $4,519-9.9% | $4,296-5.2% |
| Admin fee / account holder | $62,119 | $4,980+1147.3% | $6,149+910.3% | $6,918+797.9% |