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 | $270,007 | $72,277+273.6% | $101,248+166.7% | $79,858+238.1% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 14.40% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,670 | $2,692+110.7% | $3,660+54.9% | $2,471+129.5% |
| Participant deferral / active EE | $3,612 | $3,282+10.1% | $4,370-17.3% | $3,740-3.4% |
| Admin fee / account holder | $13,941 | $4,400+216.8% | $5,945+134.5% | $5,306+162.7% |