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 | $308,365 | $95,803+221.9% | $113,168+172.5% | $84,808+263.6% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.5pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,183 | $2,360-49.9% | $2,975-60.3% | $2,631-55.1% |
| Participant deferral / active EE | $2,140 | $4,242-49.6% | $5,107-58.1% | $4,212-49.2% |
| Admin fee / account holder | $10,345 | $8,989+15.1% | $12,068-14.3% | $7,344+40.9% |