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 | $257,626 | $108,825+136.7% | $156,181+65.0% | $82,448+212.5% |
| Participation rate | 80.6% | 72.4%+8.2pp | 78.8%+1.7pp | 68.1%+12.5pp |
| Annual return | 16.86% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,083 | $2,870-27.4% | $4,294-51.5% | $2,551-18.3% |
| Participant deferral / active EE | $2,449 | $4,577-46.5% | $6,132-60.1% | $4,139-40.8% |
| Admin fee / account holder | $15,106 | $9,341+61.7% | $14,586+3.6% | $7,234+108.8% |