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 | $282,835 | $95,803+195.2% | $113,168+149.9% | $84,808+233.5% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 12.66% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,231 | $2,360+79.3% | $2,975+42.2% | $2,631+60.8% |
| Participant deferral / active EE | $7,873 | $4,242+85.6% | $5,107+54.2% | $4,212+86.9% |
| Admin fee / account holder | $75,186 | $8,989+736.4% | $12,068+523.0% | $7,344+923.8% |