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 | $287,116 | $86,929+230.3% | $102,423+180.3% | $80,856+255.1% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 18.48% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,829 | $2,369+19.4% | $3,023-6.4% | $2,755+2.7% |
| Participant deferral / active EE | $7,082 | $4,118+72.0% | $5,053+40.2% | $4,296+64.9% |
| Admin fee / account holder | $1,142 | $8,049-85.8% | $9,451-87.9% | $6,918-83.5% |