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 | $256,132 | $148,978+71.9% | $200,582+27.7% | $84,808+202.0% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 17.14% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,362 | $4,815-50.9% | $6,419-63.2% | $2,631-10.2% |
| Participant deferral / active EE | $8,915 | $7,142+24.8% | $9,331-4.5% | $4,212+111.7% |
| Admin fee / account holder | $15,016 | $13,977+7.4% | $16,305-7.9% | $7,344+104.5% |