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 | $306,803 | $84,233+264.2% | $170,442+80.0% | $70,131+337.5% |
| Participation rate | 72.7% | 70.8%+1.9pp | 83.6%-10.9pp | 69.5%+3.2pp |
| Annual return | 13.54% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,125 | $3,387-37.3% | $5,433-60.9% | $2,342-9.3% |
| Participant deferral / active EE | $3,507 | $3,086+13.6% | $4,939-29.0% | $3,332+5.3% |
| Admin fee / account holder | $5,910 | $5,698+3.7% | $13,880-57.4% | $4,645+27.2% |