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 | $280,343 | $109,359+156.4% | $162,163+72.9% | $72,985+284.1% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.6%+3.6pp | 69.5%+21.7pp |
| Annual return | 29.04% | 25.46%+3.6pp | 115.59%-86.5pp | 81.00%-52.0pp |
| Employer contribution / active EE | $6,762 | $3,907+73.1% | $5,614+20.4% | $2,440+177.1% |
| Participant deferral / active EE | $15,097 | $5,481+175.4% | $7,298+106.9% | $3,607+318.5% |
| Admin fee / account holder | $907 | $7,972-88.6% | $10,843-91.6% | $5,124-82.3% |