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 | $283,257 | $78,520+260.7% | $96,576+193.3% | $82,448+243.6% |
| Participation rate | 90.2% | 77.7%+12.5pp | 81.4%+8.8pp | 68.1%+22.2pp |
| Annual return | 16.60% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,668 | $2,630+77.5% | $3,553+31.4% | $2,551+83.0% |
| Participant deferral / active EE | $11,017 | $6,754+63.1% | $7,956+38.5% | $4,139+166.2% |
| Admin fee / account holder | $4,594 | $13,455-65.9% | $11,381-59.6% | $7,234-36.5% |