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 | $326,232 | $81,248+301.5% | $155,509+109.8% | $80,856+303.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 19.51% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $4,678 | $3,100+50.9% | $4,672+0.1% | $2,755+69.8% |
| Participant deferral / active EE | $5,736 | $3,452+66.2% | $5,626+2.0% | $4,296+33.5% |
| Admin fee / account holder | $13,906 | $7,997+73.9% | $15,912-12.6% | $6,918+101.0% |