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 | $342,918 | $117,983+190.7% | $101,794+236.9% | $142,382+140.8% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 17.18% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,046 | $2,773+190.2% | $2,289+251.5% | $4,299+87.2% |
| Participant deferral / active EE | $5,581 | $4,714+18.4% | $4,084+36.6% | $6,507-14.2% |
| Admin fee / account holder | $1,212 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |