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 | $310,875 | $72,277+330.1% | $101,248+207.0% | $79,858+289.3% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 11.97% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,065 | $2,692+13.9% | $3,660-16.2% | $2,471+24.0% |
| Participant deferral / active EE | $9,887 | $3,282+201.3% | $4,370+126.2% | $3,740+164.4% |
| Admin fee / account holder | $26,019 | $4,400+491.3% | $5,945+337.6% | $5,306+390.3% |