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 7-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 | $345,123 | $138,347+149.5% | $184,203+87.4% | $80,856+326.8% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 13.27% | 20.02%-6.8pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,017 | $4,850-58.4% | $6,427-68.6% | $2,755-26.8% |
| Participant deferral / active EE | $11,617 | $7,071+64.3% | $9,131+27.2% | $4,296+170.4% |
| Admin fee / account holder | $7,141 | $10,483-31.9% | $13,901-48.6% | $6,918+3.2% |