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 | $366,543 | $81,248+351.1% | $155,509+135.7% | $80,856+353.3% |
| Participation rate | 71.9% | 66.2%+5.7pp | 78.2%-6.3pp | 67.6%+4.3pp |
| Annual return | 14.52% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $7,288 | $3,100+135.1% | $4,672+56.0% | $2,755+164.6% |
| Participant deferral / active EE | $5,484 | $3,452+58.9% | $5,626-2.5% | $4,296+27.7% |
| Admin fee / account holder | $3,283 | $7,997-58.9% | $15,912-79.4% | $6,918-52.5% |