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 | $302,246 | $65,041+364.7% | $90,951+232.3% | $79,858+278.5% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.0%+9.8pp | 69.6%+9.2pp |
| Annual return | 14.72% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,680 | $1,247+114.9% | $2,122+26.3% | $2,471+8.5% |
| Participant deferral / active EE | $6,978 | $2,512+177.8% | $3,373+106.9% | $3,740+86.6% |
| Admin fee / account holder | $3,376 | $4,536-25.6% | $5,959-43.4% | $5,306-36.4% |