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 | $335,294 | $72,277+363.9% | $101,248+231.2% | $79,858+319.9% |
| Participation rate | 95.1% | 68.5%+26.6pp | 75.8%+19.3pp | 69.6%+25.4pp |
| Annual return | 13.84% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,292 | $2,692+59.5% | $3,660+17.3% | $2,471+73.7% |
| Participant deferral / active EE | $10,015 | $3,282+205.2% | $4,370+129.2% | $3,740+167.8% |
| Admin fee / account holder | $5,166 | $4,400+17.4% | $5,945-13.1% | $5,306-2.7% |