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 | $293,718 | $124,281+136.3% | $109,143+169.1% | $167,490+75.4% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 20.26% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $10,923 | $4,207+159.6% | $3,722+193.5% | $4,837+125.8% |
| Participant deferral / active EE | $2,859 | $5,255-45.6% | $4,653-38.6% | $6,341-54.9% |
| Admin fee / account holder | $16,538 | $7,970+107.5% | $6,752+144.9% | $12,309+34.4% |