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 | $259,831 | $61,605+321.8% | $112,229+131.5% | $75,163+245.7% |
| Participation rate | 97.1% | 61.7%+35.5pp | 72.4%+24.7pp | 67.2%+30.0pp |
| Annual return | 16.41% | 28.47%-12.1pp | 30.20%-13.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,322 | $2,015+15.2% | $3,430-32.3% | $2,670-13.0% |
| Participant deferral / active EE | $7,006 | $3,108+125.4% | $4,798+46.0% | $4,125+69.8% |
| Admin fee / account holder | $37,029 | $4,862+661.6% | $7,748+377.9% | $5,651+555.3% |