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 | $348,865 | $72,277+382.7% | $101,248+244.6% | $79,858+336.9% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 16.77% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,267 | $2,692-52.9% | $3,660-65.4% | $2,471-48.7% |
| Participant deferral / active EE | $8,367 | $3,282+155.0% | $4,370+91.5% | $3,740+123.7% |
| Admin fee / account holder | $4,027 | $4,400-8.5% | $5,945-32.3% | $5,306-24.1% |