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 | $255,979 | $70,475+263.2% | $100,516+154.7% | $79,858+220.5% |
| Participation rate | 96.6% | 73.7%+22.9pp | 79.4%+17.2pp | 69.6%+26.9pp |
| Annual return | 17.54% | 21.90%-4.4pp | 30.89%-13.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,379 | $2,165-36.3% | $3,418-59.6% | $2,471-44.2% |
| Participant deferral / active EE | $3,844 | $5,181-25.8% | $6,270-38.7% | $3,740+2.8% |
| Admin fee / account holder | $7,490 | $4,478+67.3% | $8,081-7.3% | $5,306+41.2% |