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 | $271,184 | $65,409+314.6% | $98,442+175.5% | $85,850+215.9% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.3%+4.2pp |
| Annual return | 12.58% | 21.76%-9.2pp | 1492.73%-1480.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,260 | $2,168-41.9% | $2,960-57.4% | $2,565-50.9% |
| Participant deferral / active EE | $6,050 | $3,166+91.1% | $4,276+41.5% | $3,952+53.1% |
| Admin fee / account holder | $3,597 | $4,593-21.7% | $5,949-39.5% | $6,260-42.5% |