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 | $332,561 | $86,286+285.4% | $111,297+198.8% | $85,850+287.4% |
| Participation rate | 91.1% | 73.3%+17.8pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 22.55% | 19.99%+2.6pp | 54.65%-32.1pp | 318.53%-296.0pp |
| Employer contribution / active EE | $3,667 | $2,043+79.5% | $2,731+34.3% | $2,565+42.9% |
| Participant deferral / active EE | $6,716 | $3,641+84.5% | $4,487+49.7% | $3,952+70.0% |
| Admin fee / account holder | $3,326 | $8,188-59.4% | $7,964-58.2% | $6,260-46.9% |