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 | $258,494 | $72,277+257.6% | $101,248+155.3% | $79,858+223.7% |
| Participation rate | 94.4% | 68.5%+26.0pp | 75.8%+18.6pp | 69.6%+24.8pp |
| Annual return | 19.04% | 22.30%-3.3pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $23,272 | $2,692+764.6% | $3,660+535.9% | $2,471+841.9% |
| Participant deferral / active EE | $1,614 | $3,282-50.8% | $4,370-63.1% | $3,740-56.8% |
| Admin fee / account holder | $3,668 | $4,400-16.6% | $5,945-38.3% | $5,306-30.9% |