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 | $252,298 | $86,929+190.2% | $102,423+146.3% | $80,856+212.0% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.7pp |
| Annual return | 12.27% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,917 | $2,369-19.1% | $3,023-36.6% | $2,755-30.4% |
| Participant deferral / active EE | $9,235 | $4,118+124.2% | $5,053+82.8% | $4,296+115.0% |
| Admin fee / account holder | $20,745 | $8,049+157.7% | $9,451+119.5% | $6,918+199.9% |