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 | $302,551 | $73,933+309.2% | $96,683+212.9% | $75,163+302.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 15.63% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $24,864 | $2,928+749.3% | $3,737+565.4% | $2,670+831.3% |
| Participant deferral / active EE | $4,253 | $3,659+16.2% | $4,878-12.8% | $4,125+3.1% |
| Admin fee / account holder | $1,300 | $5,216-75.1% | $6,730-80.7% | $5,651-77.0% |