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 | $270,522 | $96,484+180.4% | $75,886+256.5% | $152,861+77.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 24.97% | 33.98%-9.0pp | 30.76%-5.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $949 | $3,309-71.3% | $2,500-62.1% | $4,762-80.1% |
| Participant deferral / active EE | $8,459 | $4,553+85.8% | $3,603+134.8% | $5,850+44.6% |
| Admin fee / account holder | $9,305 | $8,078+15.2% | $5,418+71.7% | $11,596-19.8% |