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 | $431,617 | $77,164+459.4% | $178,014+142.5% | $80,874+433.7% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.6%+29.2pp |
| Annual return | 18.30% | 18.09%+0.2pp | 294.80%-276.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $3,107 | $2,288+35.8% | $3,950-21.3% | $2,756+12.8% |
| Participant deferral / active EE | $7,987 | $4,408+81.2% | $6,276+27.3% | $4,297+85.9% |
| Admin fee / account holder | $4,468 | $7,164-37.6% | $10,362-56.9% | $6,935-35.6% |