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 | $361,312 | $109,881+228.8% | $150,045+140.8% | $84,808+326.0% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.7pp | 68.3%+20.8pp |
| Annual return | 18.14% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,891 | $3,561-46.9% | $4,693-59.7% | $2,631-28.1% |
| Participant deferral / active EE | $11,144 | $6,636+67.9% | $7,997+39.3% | $4,212+164.6% |
| Admin fee / account holder | $14,705 | $8,568+71.6% | $13,435+9.5% | $7,344+100.2% |