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 | $291,047 | $148,978+95.4% | $200,582+45.1% | $84,808+243.2% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 14.53% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,909 | $4,815+22.7% | $6,419-7.9% | $2,631+124.6% |
| Participant deferral / active EE | $11,886 | $7,142+66.4% | $9,331+27.4% | $4,212+182.2% |
| Admin fee / account holder | $20,743 | $13,977+48.4% | $16,305+27.2% | $7,344+182.5% |