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 | $281,340 | $63,764+341.2% | $81,930+243.4% | $79,858+252.3% |
| Participation rate | 96.2% | 67.5%+28.7pp | 72.0%+24.2pp | 69.6%+26.5pp |
| Annual return | 12.09% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $978 | $1,795-45.5% | $4,310-77.3% | $2,471-60.4% |
| Participant deferral / active EE | $8,514 | $2,780+206.2% | $7,107+19.8% | $3,740+127.7% |
| Admin fee / account holder | $55,950 | $4,426+1164.0% | $5,158+984.7% | $5,306+954.4% |