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 | $268,705 | $109,881+144.5% | $150,045+79.1% | $84,808+216.8% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,214 | $3,561-65.9% | $4,693-74.1% | $2,631-53.9% |
| Participant deferral / active EE | $11,708 | $6,636+76.4% | $7,997+46.4% | $4,212+178.0% |
| Admin fee / account holder | $40,416 | $8,568+371.7% | $13,435+200.8% | $7,344+450.3% |