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 | $318,897 | $81,248+292.5% | $155,509+105.1% | $80,856+294.4% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 27.98% | 33.31%-5.3pp | 64.67%-36.7pp | 35.59%-7.6pp |
| Employer contribution / active EE | $3,166 | $3,100+2.1% | $4,672-32.2% | $2,755+14.9% |
| Participant deferral / active EE | $6,937 | $3,452+101.0% | $5,626+23.3% | $4,296+61.5% |
| Admin fee / account holder | $3,694 | $7,997-53.8% | $15,912-76.8% | $6,918-46.6% |