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 | $270,588 | $89,753+201.5% | $107,525+151.7% | $84,808+219.1% |
| Participation rate | 90.2% | 68.1%+22.1pp | 75.1%+15.1pp | 68.3%+21.9pp |
| Annual return | 15.95% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,725 | $3,113-44.6% | $3,754-54.1% | $2,631-34.5% |
| Participant deferral / active EE | $8,136 | $4,056+100.6% | $5,116+59.0% | $4,212+93.2% |
| Admin fee / account holder | $10,340 | $7,222+43.2% | $8,919+15.9% | $7,344+40.8% |