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 | $260,869 | $89,753+190.7% | $107,525+142.6% | $84,808+207.6% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,558 | $3,113-17.9% | $3,754-31.9% | $2,631-2.8% |
| Participant deferral / active EE | $10,706 | $4,056+163.9% | $5,116+109.3% | $4,212+154.2% |
| Admin fee / account holder | $6,004 | $7,222-16.9% | $8,919-32.7% | $7,344-18.2% |