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 | $390,647 | $72,277+440.5% | $101,248+285.8% | $79,858+389.2% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 14.19% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $13,285 | $2,692+393.6% | $3,660+263.0% | $2,471+437.7% |
| Participant deferral / active EE | $4,787 | $3,282+45.9% | $4,370+9.5% | $3,740+28.0% |
| Admin fee / account holder | $3,799 | $4,400-13.7% | $5,945-36.1% | $5,306-28.4% |