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 | $292,940 | $86,929+237.0% | $102,423+186.0% | $80,856+262.3% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.6%+21.0pp |
| Annual return | 12.07% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,442 | $2,369+129.7% | $3,023+80.0% | $2,755+97.6% |
| Participant deferral / active EE | $11,375 | $4,118+176.2% | $5,053+125.1% | $4,296+164.8% |
| Admin fee / account holder | $12,376 | $8,049+53.8% | $9,451+31.0% | $6,918+78.9% |