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 | $325,459 | $86,929+274.4% | $102,423+217.8% | $80,856+302.5% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 24.98% | 18.88%+6.1pp | 29.32%-4.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $1,697 | $2,369-28.4% | $3,023-43.9% | $2,755-38.4% |
| Participant deferral / active EE | $6,390 | $4,118+55.1% | $5,053+26.5% | $4,296+48.7% |
| Admin fee / account holder | $1,701 | $8,049-78.9% | $9,451-82.0% | $6,918-75.4% |