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 | $317,567 | $127,065+149.9% | $113,168+180.6% | $142,382+123.0% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 16.28% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,048 | $3,442-11.4% | $2,975+2.5% | $4,299-29.1% |
| Participant deferral / active EE | $7,273 | $5,716+27.2% | $5,107+42.4% | $6,507+11.8% |
| Admin fee / account holder | $8,596 | $15,736-45.4% | $12,068-28.8% | $12,624-31.9% |