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 | $271,793 | $80,717+236.7% | $154,803+75.6% | $84,808+220.5% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $14,800 | $2,761+436.0% | $4,305+243.7% | $2,631+462.5% |
| Participant deferral / active EE | $8,287 | $3,303+150.9% | $5,540+49.6% | $4,212+96.8% |
| Admin fee / account holder | $20,016 | $6,746+196.7% | $14,329+39.7% | $7,344+172.6% |