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 | $280,585 | $91,552+206.5% | $133,956+109.5% | $79,858+251.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 22.38% | 61.85%-39.5pp | 45.09%-22.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,618 | $2,384+9.9% | $3,919-33.2% | $2,471+6.0% |
| Participant deferral / active EE | $6,375 | $3,733+70.7% | $5,048+26.3% | $3,740+70.4% |
| Admin fee / account holder | $15,530 | $6,321+145.7% | $8,927+74.0% | $5,306+192.7% |