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 | $275,245 | $110,257+149.6% | $96,544+185.1% | $139,434+97.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 10.83% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $906 | $3,620-75.0% | $2,965-69.4% | $4,751-80.9% |
| Participant deferral / active EE | $9,115 | $5,548+64.3% | $4,851+87.9% | $6,710+35.8% |
| Admin fee / account holder | $5,466 | $11,591-52.8% | $8,252-33.8% | $11,403-52.1% |