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 | $384,520 | $95,453+302.8% | $112,040+243.2% | $82,448+366.4% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 18.15% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,008 | $2,318+159.2% | $2,954+103.4% | $2,551+135.5% |
| Participant deferral / active EE | $4,383 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $3,899 | $9,013-56.7% | $12,098-67.8% | $7,234-46.1% |