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 | $319,203 | $63,355+403.8% | $91,989+247.0% | $72,985+337.4% |
| Participation rate | 88.0% | 72.5%+15.5pp | 78.6%+9.4pp | 69.5%+18.5pp |
| Annual return | 29.60% | 35.35%-5.7pp | 69.02%-39.4pp | 81.00%-51.4pp |
| Employer contribution / active EE | $3,145 | $2,116+48.6% | $3,452-8.9% | $2,440+28.9% |
| Participant deferral / active EE | $7,217 | $4,883+47.8% | $5,923+21.8% | $3,607+100.1% |
| Admin fee / account holder | $500 | $4,668-89.3% | $7,743-93.5% | $5,124-90.2% |