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 | $297,591 | $80,968+267.5% | $96,544+208.2% | $75,163+295.9% |
| Participation rate | 79.2% | 71.8%+7.4pp | 76.0%+3.2pp | 67.2%+12.0pp |
| Annual return | 20.81% | 27.06%-6.3pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,109 | $2,282-51.4% | $2,965-62.6% | $2,670-58.5% |
| Participant deferral / active EE | $7,926 | $3,928+101.8% | $4,851+63.4% | $4,125+92.1% |
| Admin fee / account holder | $5,102 | $6,724-24.1% | $8,252-38.2% | $5,651-9.7% |