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 | $288,184 | $87,166+230.6% | $76,735+275.6% | $137,256+110.0% |
| Participation rate | 82.6% | 74.4%+8.3pp | 69.5%+13.1pp | 80.0%+2.6pp |
| Annual return | 12.09% | 26.50%-14.4pp | 29.77%-17.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,672 | $2,904+60.9% | $2,454+90.4% | $4,156+12.4% |
| Participant deferral / active EE | $11,117 | $4,726+135.2% | $4,088+172.0% | $6,407+73.5% |
| Admin fee / account holder | $38,262 | $8,403+355.3% | $7,189+432.2% | $12,270+211.8% |