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 | $326,343 | $127,065+156.8% | $113,168+188.4% | $142,382+129.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 15.24% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,763 | $3,442-19.7% | $2,975-7.1% | $4,299-35.7% |
| Participant deferral / active EE | $10,155 | $5,716+77.6% | $5,107+98.8% | $6,507+56.1% |
| Admin fee / account holder | $5,808 | $15,736-63.1% | $12,068-51.9% | $12,624-54.0% |