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 | $293,777 | $86,929+237.9% | $102,423+186.8% | $80,856+263.3% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 10.95% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,625 | $2,369+95.2% | $3,023+53.0% | $2,755+67.9% |
| Participant deferral / active EE | $8,959 | $4,118+117.5% | $5,053+77.3% | $4,296+108.5% |
| Admin fee / account holder | $6,543 | $8,049-18.7% | $9,451-30.8% | $6,918-5.4% |