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 | $265,841 | $51,576+415.4% | $129,207+105.7% | $80,856+228.8% |
| Participation rate | 96.3% | 57.0%+39.3pp | 69.6%+26.7pp | 67.6%+28.7pp |
| Annual return | 11.93% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,931 | $1,584+274.5% | $4,153+42.8% | $2,755+115.3% |
| Participant deferral / active EE | $16,137 | $2,669+504.6% | $4,168+287.2% | $4,296+275.6% |
| Admin fee / account holder | $1,518 | $4,305-64.7% | $7,715-80.3% | $6,918-78.1% |