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 | $379,254 | $109,881+245.2% | $150,045+152.8% | $84,808+347.2% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 17.63% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,428 | $3,561+52.4% | $4,693+15.7% | $2,631+106.3% |
| Participant deferral / active EE | $12,863 | $6,636+93.8% | $7,997+60.8% | $4,212+205.4% |
| Admin fee / account holder | $2,569 | $8,568-70.0% | $13,435-80.9% | $7,344-65.0% |