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 | $268,357 | $95,803+180.1% | $113,168+137.1% | $84,808+216.4% |
| Participation rate | 77.3% | 72.9%+4.4pp | 76.6%+0.7pp | 68.3%+9.0pp |
| Annual return | 12.81% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,758 | $2,360+16.9% | $2,975-7.3% | $2,631+4.8% |
| Participant deferral / active EE | $7,679 | $4,242+81.0% | $5,107+50.4% | $4,212+82.3% |
| Admin fee / account holder | $5,544 | $8,989-38.3% | $12,068-54.1% | $7,344-24.5% |