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 | $275,977 | $72,492+280.7% | $87,100+216.8% | $72,985+278.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 24.05% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,662 | $1,894-12.2% | $2,521-34.1% | $2,440-31.9% |
| Participant deferral / active EE | $5,480 | $3,270+67.6% | $4,049+35.4% | $3,607+51.9% |
| Admin fee / account holder | $6,976 | $5,055+38.0% | $7,497-6.9% | $5,124+36.1% |