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 | $303,426 | $65,365+364.2% | $92,893+226.6% | $72,985+315.7% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.3pp |
| Annual return | 20.77% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,254 | $2,594-51.7% | $3,653-65.7% | $2,440-48.6% |
| Participant deferral / active EE | $8,354 | $3,128+167.0% | $4,236+97.2% | $3,607+131.6% |
| Admin fee / account holder | $23,651 | $4,251+456.3% | $5,794+308.2% | $5,124+361.5% |