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 | $305,460 | $95,803+218.8% | $113,168+169.9% | $84,808+260.2% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 18.39% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,847 | $2,360+20.7% | $2,975-4.3% | $2,631+8.2% |
| Participant deferral / active EE | $5,681 | $4,242+33.9% | $5,107+11.2% | $4,212+34.9% |
| Admin fee / account holder | $1,879 | $8,989-79.1% | $12,068-84.4% | $7,344-74.4% |