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 | $252,841 | $87,733+188.2% | $106,548+137.3% | $85,850+194.5% |
| Participation rate | 96.0% | 71.9%+24.1pp | 76.1%+19.9pp | 69.3%+26.7pp |
| Annual return | 12.66% | 21.86%-9.2pp | 26.80%-14.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,321 | $2,073+60.2% | $2,819+17.8% | $2,565+29.5% |
| Participant deferral / active EE | $8,038 | $3,469+131.7% | $4,398+82.8% | $3,952+103.4% |
| Admin fee / account holder | $3,664 | $6,767-45.9% | $7,407-50.5% | $6,260-41.5% |