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 | $336,026 | $106,515+215.5% | $96,683+247.6% | $139,434+141.0% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 15.35% | 38.43%-23.1pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,211 | $4,103-21.7% | $3,737-14.1% | $4,751-32.4% |
| Participant deferral / active EE | $6,021 | $5,454+10.4% | $4,878+23.4% | $6,710-10.3% |
| Admin fee / account holder | $18,598 | $7,877+136.1% | $6,730+176.4% | $11,403+63.1% |