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 | $261,082 | $55,706+368.7% | $75,886+244.0% | $72,985+257.7% |
| Participation rate | 77.3% | 61.1%+16.1pp | 69.3%+8.0pp | 69.5%+7.8pp |
| Annual return | 18.49% | 27.59%-9.1pp | 30.76%-12.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,673 | $1,687-0.8% | $2,500-33.1% | $2,440-31.4% |
| Participant deferral / active EE | $6,035 | $2,634+129.1% | $3,603+67.5% | $3,607+67.3% |
| Admin fee / account holder | $16,687 | $3,978+319.4% | $5,418+208.0% | $5,124+225.6% |