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 | $344,129 | $110,257+212.1% | $96,544+256.4% | $139,434+146.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 12.44% | 26.32%-13.9pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,825 | $3,620+5.7% | $2,965+29.0% | $4,751-19.5% |
| Participant deferral / active EE | $11,597 | $5,548+109.0% | $4,851+139.1% | $6,710+72.8% |
| Admin fee / account holder | $8,074 | $11,591-30.3% | $8,252-2.2% | $11,403-29.2% |