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 | $256,644 | $118,450+116.7% | $98,439+160.7% | $139,434+84.1% |
| Participation rate | 84.2% | 77.4%+6.8pp | 75.2%+9.1pp | 80.3%+3.9pp |
| Annual return | 14.12% | 18.94%-4.8pp | 21.16%-7.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,746 | $3,609-23.9% | $3,048-9.9% | $4,751-42.2% |
| Participant deferral / active EE | $7,284 | $5,392+35.1% | $4,738+53.7% | $6,710+8.6% |
| Admin fee / account holder | $2,383 | $14,026-83.0% | $8,948-73.4% | $11,403-79.1% |