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 | $259,142 | $116,875+121.7% | $354,050-26.8% | $116,875+121.7% |
| Participation rate | 93.5% | 74.5%+18.9pp | 80.0%+13.5pp | 74.5%+18.9pp |
| Annual return | 18.08% | 16.29%+1.8pp | -17.20%+35.3pp | 16.29%+1.8pp |
| Employer contribution / active EE | $2,732 | $3,288-16.9% | $3,792-27.9% | $3,288-16.9% |
| Participant deferral / active EE | $8,743 | $3,885+125.1% | $4,870+79.5% | $3,885+125.1% |
| Admin fee / account holder | $12,591 | $12,263+2.7% | $12,771-1.4% | $12,263+2.7% |