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 | $333,559 | $69,515+379.8% | $86,874+284.0% | $85,850+288.5% |
| Participation rate | 96.2% | 66.3%+29.8pp | 71.6%+24.5pp | 69.3%+26.8pp |
| Annual return | 14.04% | 20.12%-6.1pp | 63.52%-49.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,251 | $1,880+19.7% | $2,495-9.8% | $2,565-12.3% |
| Participant deferral / active EE | $9,004 | $2,919+208.5% | $3,699+143.4% | $3,952+127.9% |
| Admin fee / account holder | $14,633 | $5,972+145.0% | $5,828+151.1% | $6,260+133.8% |