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 | $260,452 | $72,277+260.4% | $101,248+157.2% | $79,858+226.1% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,191 | $2,692-18.6% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $7,672 | $3,282+133.8% | $4,370+75.5% | $3,740+105.1% |
| Admin fee / account holder | $31,639 | $4,400+619.0% | $5,945+432.2% | $5,306+496.3% |