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 5-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 | $266,808 | $138,347+92.9% | $184,203+44.8% | $80,856+230.0% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 14.27% | 20.02%-5.8pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,058 | $4,850+24.9% | $6,427-5.7% | $2,755+119.9% |
| Participant deferral / active EE | $5,245 | $7,071-25.8% | $9,131-42.6% | $4,296+22.1% |
| Admin fee / account holder | $34,165 | $10,483+225.9% | $13,901+145.8% | $6,918+393.9% |