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 | $258,194 | $123,793+108.6% | $177,821+45.2% | $79,858+223.3% |
| Participation rate | 92.2% | 84.7%+7.5pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 18.37% | 22.82%-4.4pp | 48.32%-30.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,974 | $4,095-51.8% | $5,918-66.6% | $2,471-20.1% |
| Participant deferral / active EE | $3,967 | $5,956-33.4% | $7,714-48.6% | $3,740+6.1% |
| Admin fee / account holder | $31,050 | $7,243+328.7% | $12,427+149.8% | $5,306+485.2% |