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 | $359,758 | $78,520+358.2% | $96,576+272.5% | $82,448+336.3% |
| Participation rate | 82.1% | 77.7%+4.4pp | 81.4%+0.7pp | 68.1%+14.1pp |
| Annual return | 16.60% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,279 | $2,630+24.7% | $3,553-7.7% | $2,551+28.6% |
| Participant deferral / active EE | $12,203 | $6,754+80.7% | $7,956+53.4% | $4,139+194.8% |
| Admin fee / account holder | $1,082 | $13,455-92.0% | $11,381-90.5% | $7,234-85.0% |