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 | $267,194 | $77,899+243.0% | $149,673+78.5% | $75,163+255.5% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 16.22% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,554 | $3,137-50.5% | $4,818-67.8% | $2,670-41.8% |
| Participant deferral / active EE | $2,392 | $3,411-29.9% | $5,680-57.9% | $4,125-42.0% |
| Admin fee / account holder | $1,952 | $5,956-67.2% | $13,210-85.2% | $5,651-65.5% |