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 | $307,605 | $71,050+332.9% | $93,606+228.6% | $80,856+280.4% |
| Participation rate | 75.9% | 60.4%+15.5pp | 68.7%+7.1pp | 67.6%+8.2pp |
| Annual return | 12.83% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,050 | $1,564+31.1% | $2,420-15.3% | $2,755-25.6% |
| Participant deferral / active EE | $5,725 | $4,034+41.9% | $4,411+29.8% | $4,296+33.3% |
| Admin fee / account holder | $2,555 | $6,945-63.2% | $8,285-69.2% | $6,918-63.1% |