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 | $307,740 | $109,413+181.3% | $156,263+96.9% | $84,808+262.9% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,767 | $2,907+29.6% | $4,333-13.1% | $2,631+43.2% |
| Participant deferral / active EE | $10,081 | $4,590+119.7% | $6,158+63.7% | $4,212+139.4% |
| Admin fee / account holder | $5,985 | $9,357-36.0% | $14,255-58.0% | $7,344-18.5% |