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 | $288,550 | $53,777+436.6% | $134,143+115.1% | $79,858+261.3% |
| Participation rate | 95.7% | 58.8%+36.9pp | 72.2%+23.5pp | 69.6%+26.0pp |
| Annual return | 13.22% | 19.01%-5.8pp | 36.33%-23.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,188 | $1,321+368.3% | $3,704+67.1% | $2,471+150.4% |
| Participant deferral / active EE | $11,311 | $2,420+367.4% | $3,499+223.3% | $3,740+202.4% |
| Admin fee / account holder | $38,458 | $3,984+865.3% | $6,684+475.3% | $5,306+624.8% |