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 | $307,926 | $99,985+208.0% | $146,665+110.0% | $85,850+258.7% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 13.51% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,547 | $2,559-39.5% | $4,136-62.6% | $2,565-39.7% |
| Participant deferral / active EE | $10,376 | $4,006+159.0% | $5,506+88.5% | $3,952+162.6% |
| Admin fee / account holder | $3,665 | $7,702-52.4% | $10,280-64.4% | $6,260-41.5% |