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 | $357,426 | $111,754+219.8% | $103,333+245.9% | $145,922+144.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,969 | $4,212+18.0% | $3,868+28.5% | $4,660+6.6% |
| Participant deferral / active EE | $11,391 | $5,619+102.7% | $5,057+125.2% | $6,688+70.3% |
| Admin fee / account holder | $1,830 | $9,750-81.2% | $8,355-78.1% | $13,397-86.3% |