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 | $287,771 | $99,985+187.8% | $146,665+96.2% | $85,850+235.2% |
| Participation rate | 93.5% | 73.1%+20.5pp | 80.1%+13.5pp | 69.3%+24.2pp |
| Annual return | 33.60% | 18.93%+14.7pp | 22.74%+10.9pp | 318.53%-284.9pp |
| Employer contribution / active EE | $2,369 | $2,559-7.4% | $4,136-42.7% | $2,565-7.7% |
| Participant deferral / active EE | $5,666 | $4,006+41.4% | $5,506+2.9% | $3,952+43.4% |
| Admin fee / account holder | $4,841 | $7,702-37.2% | $10,280-52.9% | $6,260-22.7% |