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 | $302,250 | $71,050+325.4% | $93,606+222.9% | $80,856+273.8% |
| Participation rate | 80.6% | 60.4%+20.2pp | 68.7%+11.9pp | 67.6%+13.0pp |
| Annual return | 15.26% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,173 | $1,564-25.0% | $2,420-51.5% | $2,755-57.4% |
| Participant deferral / active EE | $8,457 | $4,034+109.7% | $4,411+91.7% | $4,296+96.9% |
| Admin fee / account holder | $6,115 | $6,945-12.0% | $8,285-26.2% | $6,918-11.6% |