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 | $341,947 | $148,978+129.5% | $200,582+70.5% | $84,808+303.2% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 16.18% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $14,855 | $4,815+208.5% | $6,419+131.4% | $2,631+464.6% |
| Participant deferral / active EE | $18,335 | $7,142+156.7% | $9,331+96.5% | $4,212+335.3% |
| Admin fee / account holder | $7,026 | $13,977-49.7% | $16,305-56.9% | $7,344-4.3% |