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 | $264,260 | $81,460+224.4% | $103,333+155.7% | $80,856+226.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 12.02% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $9,793 | $3,105+215.4% | $3,868+153.2% | $2,755+255.5% |
| Participant deferral / active EE | $2,938 | $3,869-24.0% | $5,057-41.9% | $4,296-31.6% |
| Admin fee / account holder | $4,085 | $6,566-37.8% | $8,355-51.1% | $6,918-41.0% |