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 | $378,148 | $95,803+294.7% | $113,168+234.1% | $84,808+345.9% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,598 | $2,360+10.1% | $2,975-12.7% | $2,631-1.2% |
| Participant deferral / active EE | $16,707 | $4,242+293.8% | $5,107+227.1% | $4,212+296.7% |
| Admin fee / account holder | $31,049 | $8,989+245.4% | $12,068+157.3% | $7,344+322.8% |