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 | $333,865 | $81,460+309.9% | $103,333+223.1% | $80,856+312.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 17.59% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,726 | $3,105-12.2% | $3,868-29.5% | $2,755-1.0% |
| Participant deferral / active EE | $5,670 | $3,869+46.6% | $5,057+12.1% | $4,296+32.0% |
| Admin fee / account holder | $18,017 | $6,566+174.4% | $8,355+115.6% | $6,918+160.4% |