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 | $288,429 | $89,753+221.4% | $107,525+168.2% | $84,808+240.1% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 15.41% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,312 | $3,113-57.9% | $3,754-65.0% | $2,631-50.1% |
| Participant deferral / active EE | $8,748 | $4,056+115.7% | $5,116+71.0% | $4,212+107.7% |
| Admin fee / account holder | $1,088 | $7,222-84.9% | $8,919-87.8% | $7,344-85.2% |