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 | $253,390 | $124,425+103.6% | $112,040+126.2% | $137,256+84.6% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 16.50% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,526 | $3,411-26.0% | $2,954-14.5% | $4,156-39.2% |
| Participant deferral / active EE | $5,514 | $5,718-3.6% | $5,098+8.2% | $6,407-13.9% |
| Admin fee / account holder | $7,564 | $15,207-50.3% | $12,098-37.5% | $12,270-38.4% |