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 | $265,739 | $63,355+319.4% | $91,989+188.9% | $72,985+264.1% |
| Participation rate | 96.0% | 72.5%+23.5pp | 78.6%+17.4pp | 69.5%+26.5pp |
| Annual return | 22.54% | 35.35%-12.8pp | 69.02%-46.5pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,209 | $2,116+4.4% | $3,452-36.0% | $2,440-9.5% |
| Participant deferral / active EE | $7,568 | $4,883+55.0% | $5,923+27.8% | $3,607+109.8% |
| Admin fee / account holder | $41,284 | $4,668+784.4% | $7,743+433.2% | $5,124+705.6% |