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 | $361,974 | $76,552+372.9% | $123,892+192.2% | $62,891+475.6% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 12.27% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,418 | $2,883+18.6% | $4,617-26.0% | $2,281+49.9% |
| Participant deferral / active EE | $7,401 | $4,840+52.9% | $5,984+23.7% | $3,203+131.1% |
| Admin fee / account holder | $1,454 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |