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 | $283,515 | $115,882+144.7% | $100,516+182.1% | $158,922+78.4% |
| Participation rate | 95.2% | 81.6%+13.7pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 16.52% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,573 | $4,103+35.8% | $3,418+63.1% | $4,761+17.1% |
| Participant deferral / active EE | $11,265 | $6,674+68.8% | $6,270+79.7% | $5,982+88.3% |
| Admin fee / account holder | $27,363 | $10,995+148.9% | $8,081+238.6% | $11,246+143.3% |