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 | $252,770 | $123,793+104.2% | $177,821+42.1% | $79,858+216.5% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 12.82% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $10,596 | $4,095+158.7% | $5,918+79.0% | $2,471+328.8% |
| Participant deferral / active EE | $9,674 | $5,956+62.4% | $7,714+25.4% | $3,740+158.7% |
| Admin fee / account holder | $3,441 | $7,243-52.5% | $12,427-72.3% | $5,306-35.1% |