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 | $256,395 | $109,413+134.3% | $156,263+64.1% | $84,808+202.3% |
| Participation rate | 70.7% | 72.7%-2.0pp | 78.9%-8.2pp | 68.3%+2.4pp |
| Annual return | 15.70% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,244 | $2,907-22.8% | $4,333-48.2% | $2,631-14.7% |
| Participant deferral / active EE | $11,281 | $4,590+145.8% | $6,158+83.2% | $4,212+167.8% |
| Admin fee / account holder | $22,299 | $9,357+138.3% | $14,255+56.4% | $7,344+203.6% |