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 | $266,733 | $86,929+206.8% | $102,423+160.4% | $80,856+229.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 15.08% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,049 | $2,369+28.7% | $3,023+0.9% | $2,755+10.7% |
| Participant deferral / active EE | $9,328 | $4,118+126.5% | $5,053+84.6% | $4,296+117.1% |
| Admin fee / account holder | $23,897 | $8,049+196.9% | $9,451+152.9% | $6,918+245.4% |