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 | $308,643 | $73,787+318.3% | $98,716+212.7% | $82,448+274.3% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 16.96% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $7,866 | $1,511+420.5% | $2,279+245.2% | $2,551+208.4% |
| Participant deferral / active EE | $5,114 | $3,081+66.0% | $4,048+26.3% | $4,139+23.5% |
| Admin fee / account holder | $4,075 | $6,500-37.3% | $8,703-53.2% | $7,234-43.7% |