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 | $338,263 | $51,638+555.1% | $68,368+394.8% | $82,448+310.3% |
| Participation rate | 92.5% | 63.6%+28.9pp | 73.8%+18.7pp | 68.1%+24.4pp |
| Annual return | 16.34% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,255 | $2,047+59.0% | $2,649+22.9% | $2,551+27.6% |
| Participant deferral / active EE | $8,789 | $2,914+201.6% | $4,123+113.2% | $4,139+112.3% |
| Admin fee / account holder | $3,277 | $4,643-29.4% | $5,150-36.4% | $7,234-54.7% |