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 | $304,292 | $110,257+176.0% | $96,544+215.2% | $139,434+118.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 11.17% | 26.32%-15.1pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $6,698 | $3,620+85.0% | $2,965+125.9% | $4,751+41.0% |
| Participant deferral / active EE | $9,955 | $5,548+79.4% | $4,851+105.2% | $6,710+48.4% |
| Admin fee / account holder | $10,794 | $11,591-6.9% | $8,252+30.8% | $11,403-5.3% |