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 | $264,147 | $118,680+122.6% | $98,907+167.1% | $158,922+66.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 11.80% | 372.35%-360.6pp | 196.43%-184.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,313 | $3,333-30.6% | $2,689-14.0% | $4,761-51.4% |
| Participant deferral / active EE | $8,941 | $5,088+75.7% | $4,244+110.7% | $5,982+49.5% |
| Admin fee / account holder | $11,601 | $10,131+14.5% | $6,642+74.7% | $11,246+3.2% |