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 | $272,571 | $73,933+268.7% | $96,683+181.9% | $75,163+262.6% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 14.99% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,234 | $2,928+215.4% | $3,737+147.1% | $2,670+245.9% |
| Participant deferral / active EE | $9,793 | $3,659+167.7% | $4,878+100.7% | $4,125+137.4% |
| Admin fee / account holder | $10,824 | $5,216+107.5% | $6,730+60.8% | $5,651+91.6% |