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 | $431,857 | $138,347+212.2% | $184,203+134.4% | $80,856+434.1% |
| Participation rate | 81.2% | 83.9%-2.7pp | 86.8%-5.7pp | 67.6%+13.5pp |
| Annual return | 14.93% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,831 | $4,850-62.2% | $6,427-71.5% | $2,755-33.5% |
| Participant deferral / active EE | $10,321 | $7,071+46.0% | $9,131+13.0% | $4,296+140.3% |
| Admin fee / account holder | $14,071 | $10,483+34.2% | $13,901+1.2% | $6,918+103.4% |