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 | $250,794 | $86,929+188.5% | $102,423+144.9% | $80,856+210.2% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 14.39% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,411 | $2,369-40.4% | $3,023-53.3% | $2,755-48.8% |
| Participant deferral / active EE | $7,376 | $4,118+79.1% | $5,053+46.0% | $4,296+71.7% |
| Admin fee / account holder | $2,718 | $8,049-66.2% | $9,451-71.2% | $6,918-60.7% |