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 | $255,207 | $108,825+134.5% | $156,181+63.4% | $82,448+209.5% |
| Participation rate | 97.8% | 72.4%+25.4pp | 78.8%+18.9pp | 68.1%+29.7pp |
| Annual return | 14.31% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,771 | $2,870+31.4% | $4,294-12.2% | $2,551+47.8% |
| Participant deferral / active EE | $9,802 | $4,577+114.1% | $6,132+59.8% | $4,139+136.8% |
| Admin fee / account holder | $7,436 | $9,341-20.4% | $14,586-49.0% | $7,234+2.8% |