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 | $363,461 | $59,839+507.4% | $81,983+343.3% | $79,858+355.1% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.2%+23.3pp | 69.6%+23.0pp |
| Annual return | 12.98% | 17.56%-4.6pp | 41.31%-28.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,535 | $1,713+164.6% | $2,498+81.5% | $2,471+83.5% |
| Participant deferral / active EE | $4,855 | $2,695+80.1% | $3,722+30.4% | $3,740+29.8% |
| Admin fee / account holder | $2,197 | $4,287-48.7% | $5,664-61.2% | $5,306-58.6% |