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 | $283,281 | $80,717+251.0% | $154,803+83.0% | $84,808+234.0% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.2pp | 68.3%+27.9pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,546 | $2,761+100.9% | $4,305+28.8% | $2,631+110.8% |
| Participant deferral / active EE | $4,474 | $3,303+35.4% | $5,540-19.3% | $4,212+6.2% |
| Admin fee / account holder | $5,180 | $6,746-23.2% | $14,329-63.9% | $7,344-29.5% |