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 | $287,412 | $127,065+126.2% | $113,168+154.0% | $142,382+101.9% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 26.73% | 24.03%+2.7pp | 24.27%+2.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,757 | $3,442-19.9% | $2,975-7.3% | $4,299-35.9% |
| Participant deferral / active EE | $8,773 | $5,716+53.5% | $5,107+71.8% | $6,507+34.8% |
| Admin fee / account holder | $27,488 | $15,736+74.7% | $12,068+127.8% | $12,624+117.7% |