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 | $331,746 | $80,717+311.0% | $154,803+114.3% | $84,808+291.2% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,689 | $2,761+69.8% | $4,305+8.9% | $2,631+78.2% |
| Participant deferral / active EE | $7,149 | $3,303+116.4% | $5,540+29.0% | $4,212+69.7% |
| Admin fee / account holder | $2,443 | $6,746-63.8% | $14,329-83.0% | $7,344-66.7% |