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 | $307,353 | $100,923+204.5% | $150,045+104.8% | $74,304+313.6% |
| Participation rate | 73.1% | 70.1%+3.1pp | 82.3%-9.2pp | 60.3%+12.8pp |
| Annual return | 17.06% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,396 | $3,463-30.8% | $4,693-48.9% | $2,241+6.9% |
| Participant deferral / active EE | $8,701 | $6,709+29.7% | $7,997+8.8% | $3,767+131.0% |
| Admin fee / account holder | $28,888 | $2,767+944.0% | $13,435+115.0% | $2,969+873.0% |