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 | $284,013 | $72,012+294.4% | $185,823+52.8% | $79,858+255.6% |
| Participation rate | 76.9% | 65.8%+11.2pp | 78.0%-1.1pp | 69.6%+7.3pp |
| Annual return | 22.04% | 23.12%-1.1pp | 35.95%-13.9pp | 31.71%-9.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,148 | $3,779+115.6% | $5,632+44.7% | $3,740+117.9% |
| Admin fee / account holder | $6,517 | $4,513+44.4% | $9,500-31.4% | $5,306+22.8% |