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 | $282,394 | $95,453+195.8% | $112,040+152.0% | $82,448+242.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 15.89% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,975 | $2,318+71.5% | $2,954+34.6% | $2,551+55.8% |
| Participant deferral / active EE | $11,586 | $4,224+174.3% | $5,098+127.3% | $4,139+179.9% |
| Admin fee / account holder | $1,090 | $9,013-87.9% | $12,098-91.0% | $7,234-84.9% |