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 | $280,320 | $72,277+287.8% | $101,248+176.9% | $79,858+251.0% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $7,714 | $2,692+186.6% | $3,660+110.8% | $2,471+212.2% |
| Participant deferral / active EE | $10,753 | $3,282+227.7% | $4,370+146.1% | $3,740+187.5% |
| Admin fee / account holder | $6,385 | $4,400+45.1% | $5,945+7.4% | $5,306+20.3% |