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 | $274,403 | $107,452+155.4% | $91,541+199.8% | $142,382+92.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 14.38% | 22.06%-7.7pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,610 | $2,994+20.6% | $2,505+44.1% | $4,299-16.0% |
| Participant deferral / active EE | $9,449 | $4,754+98.8% | $4,008+135.8% | $6,507+45.2% |
| Admin fee / account holder | $22,140 | $8,834+150.6% | $6,956+218.3% | $12,624+75.4% |