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 | $273,794 | $86,929+215.0% | $102,423+167.3% | $80,856+238.6% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.8pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,075 | $2,369+72.0% | $3,023+34.8% | $2,755+47.9% |
| Participant deferral / active EE | $11,251 | $4,118+173.2% | $5,053+122.7% | $4,296+161.9% |
| Admin fee / account holder | $1,372 | $8,049-83.0% | $9,451-85.5% | $6,918-80.2% |