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 | $265,090 | $86,929+204.9% | $102,423+158.8% | $80,856+227.9% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.5pp | 67.6%+11.3pp |
| Annual return | 21.43% | 18.88%+2.5pp | 29.32%-7.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,998 | $2,369-15.7% | $3,023-33.9% | $2,755-27.5% |
| Participant deferral / active EE | $11,231 | $4,118+172.7% | $5,053+122.3% | $4,296+161.4% |
| Admin fee / account holder | $6,514 | $8,049-19.1% | $9,451-31.1% | $6,918-5.8% |