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 | $267,015 | $138,562+92.7% | $246,525+8.3% | $116,875+128.5% |
| Participation rate | 84.6% | 72.8%+11.8pp | 82.0%+2.7pp | 74.5%+10.1pp |
| Annual return | 15.09% | 16.14%-1.0pp | 0.46%+14.6pp | 16.29%-1.2pp |
| Employer contribution / active EE | $4,758 | $4,835-1.6% | $7,467-36.3% | $3,288+44.7% |
| Participant deferral / active EE | $8,346 | $4,207+98.4% | $5,422+53.9% | $3,885+114.8% |
| Admin fee / account holder | $6,067 | $18,110-66.5% | $16,551-63.3% | $12,263-50.5% |