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 | $262,075 | $72,277+262.6% | $101,248+158.8% | $79,858+228.2% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 14.10% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,308 | $2,692+60.1% | $3,660+17.7% | $2,471+74.4% |
| Participant deferral / active EE | $9,496 | $3,282+189.4% | $4,370+117.3% | $3,740+153.9% |
| Admin fee / account holder | $15,086 | $4,400+242.8% | $5,945+153.7% | $5,306+184.3% |