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 | $319,377 | $124,425+156.7% | $112,040+185.1% | $137,256+132.7% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 13.68% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,684 | $3,411+66.6% | $2,954+92.4% | $4,156+36.8% |
| Participant deferral / active EE | $9,688 | $5,718+69.4% | $5,098+90.1% | $6,407+51.2% |
| Admin fee / account holder | $6,355 | $15,207-58.2% | $12,098-47.5% | $12,270-48.2% |