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 | $254,230 | $81,248+212.9% | $155,509+63.5% | $80,856+214.4% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,484 | $3,100-19.9% | $4,672-46.8% | $2,755-9.8% |
| Participant deferral / active EE | $6,197 | $3,452+79.6% | $5,626+10.2% | $4,296+44.3% |
| Admin fee / account holder | $53,958 | $7,997+574.7% | $15,912+239.1% | $6,918+680.0% |