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 | $256,606 | $70,475+264.1% | $100,516+155.3% | $79,858+221.3% |
| Participation rate | 89.7% | 73.7%+16.0pp | 79.4%+10.3pp | 69.6%+20.0pp |
| Annual return | 12.76% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,773 | $2,165-18.1% | $3,418-48.1% | $2,471-28.3% |
| Participant deferral / active EE | $5,774 | $5,181+11.4% | $6,270-7.9% | $3,740+54.4% |
| Admin fee / account holder | $23,059 | $4,478+414.9% | $8,081+185.3% | $5,306+334.6% |