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 | $306,176 | $138,347+121.3% | $184,203+66.2% | $80,856+278.7% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 15.63% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,226 | $4,850+7.7% | $6,427-18.7% | $2,755+89.7% |
| Participant deferral / active EE | $26,650 | $7,071+276.9% | $9,131+191.8% | $4,296+520.4% |
| Admin fee / account holder | $13,874 | $10,483+32.3% | $13,901-0.2% | $6,918+100.5% |