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 | $259,515 | $109,881+136.2% | $150,045+73.0% | $84,808+206.0% |
| Participation rate | 78.0% | 76.1%+2.0pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 14.49% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,447 | $3,561-31.3% | $4,693-47.9% | $2,631-7.0% |
| Participant deferral / active EE | $7,370 | $6,636+11.1% | $7,997-7.8% | $4,212+75.0% |
| Admin fee / account holder | $47,730 | $8,568+457.1% | $13,435+255.3% | $7,344+549.9% |