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 | $426,105 | $163,101+161.3% | $136,749+211.6% | $142,382+199.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 22.25% | 27.54%-5.3pp | 24.33%-2.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,464 | $4,117-64.4% | $3,400-56.9% | $4,299-66.0% |
| Participant deferral / active EE | $7,272 | $5,585+30.2% | $4,692+55.0% | $6,507+11.7% |
| Admin fee / account holder | $65,749 | $14,318+359.2% | $11,386+477.4% | $12,624+420.8% |