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 | $253,396 | $117,983+114.8% | $101,794+148.9% | $142,382+78.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 13.41% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,696 | $2,773-2.8% | $2,289+17.8% | $4,299-37.3% |
| Participant deferral / active EE | $3,480 | $4,714-26.2% | $4,084-14.8% | $6,507-46.5% |
| Admin fee / account holder | $2,620 | $10,433-74.9% | $8,777-70.2% | $12,624-79.2% |