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 | $427,474 | $109,413+290.7% | $156,263+173.6% | $84,808+404.1% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 14.62% | 20.18%-5.6pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,282 | $2,907+47.3% | $4,333-1.2% | $2,631+62.8% |
| Participant deferral / active EE | $7,361 | $4,590+60.4% | $6,158+19.5% | $4,212+74.8% |
| Admin fee / account holder | $67,979 | $9,357+626.5% | $14,255+376.9% | $7,344+825.7% |