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 | $270,772 | $77,899+247.6% | $149,673+80.9% | $75,163+260.2% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.4pp |
| Annual return | 21.68% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,404 | $3,137-23.4% | $4,818-50.1% | $2,670-9.9% |
| Participant deferral / active EE | $5,296 | $3,411+55.3% | $5,680-6.8% | $4,125+28.4% |
| Admin fee / account holder | $3,419 | $5,956-42.6% | $13,210-74.1% | $5,651-39.5% |