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 | $322,493 | $123,793+160.5% | $177,821+81.4% | $79,858+303.8% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 20.04% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $33,389 | $4,095+715.3% | $5,918+464.2% | $2,471+1251.4% |
| Participant deferral / active EE | $3,344 | $5,956-43.9% | $7,714-56.7% | $3,740-10.6% |
| Admin fee / account holder | $4,274 | $7,243-41.0% | $12,427-65.6% | $5,306-19.4% |