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 | $367,642 | $163,101+125.4% | $136,749+168.8% | $142,382+158.2% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 15.22% | 27.54%-12.3pp | 24.33%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $9,828 | $4,117+138.7% | $3,400+189.1% | $4,299+128.6% |
| Participant deferral / active EE | $6,662 | $5,585+19.3% | $4,692+42.0% | $6,507+2.4% |
| Admin fee / account holder | $1,937 | $14,318-86.5% | $11,386-83.0% | $12,624-84.7% |