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 | $301,742 | $81,460+270.4% | $103,333+192.0% | $80,856+273.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 10.64% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $22,171 | $3,105+614.0% | $3,868+473.2% | $2,755+704.8% |
| Participant deferral / active EE | $2,490 | $3,869-35.6% | $5,057-50.8% | $4,296-42.0% |
| Admin fee / account holder | $35,153 | $6,566+435.3% | $8,355+320.8% | $6,918+408.1% |