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 | $260,109 | $85,022+205.9% | $70,515+268.9% | $139,434+86.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 13.10% | 30.38%-17.3pp | 32.77%-19.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,690 | $3,909-31.2% | $2,973-9.5% | $4,751-43.4% |
| Participant deferral / active EE | $5,729 | $5,890-2.7% | $4,567+25.4% | $6,710-14.6% |
| Admin fee / account holder | $1,024 | $8,906-88.5% | $6,412-84.0% | $11,403-91.0% |