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 | $368,901 | $118,450+211.4% | $98,439+274.8% | $139,434+164.6% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 18.22% | 18.94%-0.7pp | 21.16%-2.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $12,360 | $3,609+242.4% | $3,048+305.5% | $4,751+160.2% |
| Participant deferral / active EE | $7,318 | $5,392+35.7% | $4,738+54.5% | $6,710+9.1% |
| Admin fee / account holder | $4,759 | $14,026-66.1% | $8,948-46.8% | $11,403-58.3% |