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 | $290,500 | $73,787+293.7% | $98,716+194.3% | $82,448+252.3% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 13.55% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,068 | $1,511-29.3% | $2,279-53.1% | $2,551-58.1% |
| Participant deferral / active EE | $7,126 | $3,081+131.3% | $4,048+76.0% | $4,139+72.2% |
| Admin fee / account holder | $9,564 | $6,500+47.1% | $8,703+9.9% | $7,234+32.2% |