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 | $287,831 | $73,933+289.3% | $96,683+197.7% | $75,163+282.9% |
| Participation rate | 94.9% | 66.4%+28.4pp | 74.3%+20.5pp | 67.2%+27.7pp |
| Annual return | 17.37% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $6,208 | $2,928+112.0% | $3,737+66.1% | $2,670+132.5% |
| Participant deferral / active EE | $11,520 | $3,659+214.9% | $4,878+136.2% | $4,125+179.3% |
| Admin fee / account holder | $3,594 | $5,216-31.1% | $6,730-46.6% | $5,651-36.4% |