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 | $280,211 | $123,793+126.4% | $177,821+57.6% | $79,858+250.9% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 20.08% | 22.82%-2.7pp | 48.32%-28.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,437 | $4,095-16.1% | $5,918-41.9% | $2,471+39.1% |
| Participant deferral / active EE | $15,153 | $5,956+154.4% | $7,714+96.4% | $3,740+305.2% |
| Admin fee / account holder | $9,164 | $7,243+26.5% | $12,427-26.3% | $5,306+72.7% |