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 | $269,153 | $73,933+264.1% | $96,683+178.4% | $75,163+258.1% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 19.25% | 26.70%-7.5pp | 35.69%-16.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $4,535 | $2,928+54.9% | $3,737+21.4% | $2,670+69.9% |
| Participant deferral / active EE | $11,190 | $3,659+205.8% | $4,878+129.4% | $4,125+171.3% |
| Admin fee / account holder | $1,277 | $5,216-75.5% | $6,730-81.0% | $5,651-77.4% |