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 | $306,387 | $78,672+289.4% | $109,143+180.7% | $85,850+256.9% |
| Participation rate | 97.5% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.2pp |
| Annual return | 12.23% | 25.09%-12.9pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $11,898 | $2,735+335.1% | $3,722+219.7% | $2,565+363.8% |
| Participant deferral / active EE | $7,968 | $3,467+129.8% | $4,653+71.2% | $3,952+101.6% |
| Admin fee / account holder | $5,427 | $5,469-0.8% | $6,752-19.6% | $6,260-13.3% |