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 | $311,744 | $95,266+227.2% | $82,389+278.4% | $142,382+118.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 13.94% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,708 | $2,991+90.8% | $2,517+126.8% | $4,299+32.8% |
| Participant deferral / active EE | $12,474 | $4,809+159.4% | $4,155+200.2% | $6,507+91.7% |
| Admin fee / account holder | $3,061 | $8,563-64.3% | $7,231-57.7% | $12,624-75.8% |