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 | $306,264 | $132,049+131.9% | $200,582+52.7% | $74,304+312.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 86.9%+8.1pp | 60.3%+34.7pp |
| Annual return | 17.33% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,656 | $4,558-19.8% | $6,419-43.0% | $2,241+63.1% |
| Participant deferral / active EE | $12,443 | $7,213+72.5% | $9,331+33.3% | $3,767+230.3% |
| Admin fee / account holder | $12,150 | $2,405+405.3% | $16,305-25.5% | $2,969+309.2% |