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 | $264,548 | $86,929+204.3% | $102,423+158.3% | $80,856+227.2% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 14.85% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,371 | $2,369+84.5% | $3,023+44.6% | $2,755+58.7% |
| Participant deferral / active EE | $8,983 | $4,118+118.1% | $5,053+77.8% | $4,296+109.1% |
| Admin fee / account holder | $7,533 | $8,049-6.4% | $9,451-20.3% | $6,918+8.9% |