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 | $283,723 | $72,277+292.5% | $101,248+180.2% | $79,858+255.3% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 15.11% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,718 | $2,692+1.0% | $3,660-25.7% | $2,471+10.0% |
| Participant deferral / active EE | $6,403 | $3,282+95.1% | $4,370+46.5% | $3,740+71.2% |
| Admin fee / account holder | $796 | $4,400-81.9% | $5,945-86.6% | $5,306-85.0% |