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 | $263,894 | $86,286+205.8% | $111,297+137.1% | $85,850+207.4% |
| Participation rate | 97.8% | 73.3%+24.4pp | 77.3%+20.5pp | 69.3%+28.5pp |
| Annual return | 16.23% | 19.99%-3.8pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,476 | $2,043+70.1% | $2,731+27.3% | $2,565+35.5% |
| Participant deferral / active EE | $7,654 | $3,641+110.2% | $4,487+70.6% | $3,952+93.7% |
| Admin fee / account holder | $11,721 | $8,188+43.2% | $7,964+47.2% | $6,260+87.2% |