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 | $293,382 | $213,957+37.1% | $149,696+96.0% | - |
| Participation rate | 91.9% | 79.5%+12.4pp | 82.5%+9.4pp | - |
| Annual return | 14.79% | 9.83%+5.0pp | 276.60%-261.8pp | - |
| Employer contribution / active EE | $3,663 | $3,868-5.3% | $4,644-21.1% | - |
| Participant deferral / active EE | $8,594 | $6,177+39.1% | $6,842+25.6% | - |
| Admin fee / account holder | $2,497 | $24,510-89.8% | $9,309-73.2% | - |