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 | $109,413+135.5% | $156,263+64.9% | $84,808+203.8% |
| Participation rate | 80.6% | 72.7%+7.9pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 16.86% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,083 | $2,907-28.3% | $4,333-51.9% | $2,631-20.8% |
| Participant deferral / active EE | $2,449 | $4,590-46.6% | $6,158-60.2% | $4,212-41.9% |
| Admin fee / account holder | $15,106 | $9,357+61.4% | $14,255+6.0% | $7,344+105.7% |