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 | $257,915 | $54,705+371.5% | $71,209+262.2% | $84,808+204.1% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 14.44% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,282 | $2,158+5.7% | $2,721-16.1% | $2,631-13.3% |
| Participant deferral / active EE | $10,283 | $3,030+239.3% | $4,175+146.3% | $4,212+144.2% |
| Admin fee / account holder | $9,085 | $4,863+86.8% | $5,349+69.9% | $7,344+23.7% |