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 | $324,256 | $87,166+272.0% | $76,735+322.6% | $137,256+136.2% |
| Participation rate | 86.7% | 74.4%+12.3pp | 69.5%+17.2pp | 80.0%+6.7pp |
| Annual return | 14.51% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,550 | $2,904+22.2% | $2,454+44.7% | $4,156-14.6% |
| Participant deferral / active EE | $7,362 | $4,726+55.8% | $4,088+80.1% | $6,407+14.9% |
| Admin fee / account holder | $20,318 | $8,403+141.8% | $7,189+182.6% | $12,270+65.6% |