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 | $341,585 | $67,606+405.3% | $82,313+315.0% | $70,131+387.1% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 13.59% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $9,643 | $1,755+449.5% | $2,428+297.1% | $2,342+311.7% |
| Participant deferral / active EE | $3,666 | $2,987+22.8% | $3,706-1.1% | $3,332+10.0% |
| Admin fee / account holder | $6,134 | $4,512+35.9% | $5,608+9.4% | $4,645+32.0% |