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 | $301,701 | $110,257+173.6% | $96,544+212.5% | $139,434+116.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 21.99% | 26.32%-4.3pp | 25.84%-3.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,534 | $3,620-30.0% | $2,965-14.5% | $4,751-46.7% |
| Participant deferral / active EE | $6,248 | $5,548+12.6% | $4,851+28.8% | $6,710-6.9% |
| Admin fee / account holder | $7,849 | $11,591-32.3% | $8,252-4.9% | $11,403-31.2% |