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 | $283,199 | $73,933+283.0% | $96,683+192.9% | $75,163+276.8% |
| Participation rate | 86.2% | 66.4%+19.8pp | 74.3%+11.9pp | 67.2%+19.0pp |
| Annual return | 19.73% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,892 | $2,928-35.4% | $3,737-49.4% | $2,670-29.1% |
| Participant deferral / active EE | $11,899 | $3,659+225.2% | $4,878+143.9% | $4,125+188.4% |
| Admin fee / account holder | $5,612 | $5,216+7.6% | $6,730-16.6% | $5,651-0.7% |