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 | $305,537 | $148,978+105.1% | $200,582+52.3% | $84,808+260.3% |
| Participation rate | 98.3% | 84.2%+14.0pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 18.14% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,601 | $4,815+16.3% | $6,419-12.7% | $2,631+112.9% |
| Participant deferral / active EE | $16,082 | $7,142+125.2% | $9,331+72.3% | $4,212+281.9% |
| Admin fee / account holder | $3,987 | $13,977-71.5% | $16,305-75.5% | $7,344-45.7% |