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 | $328,985 | $106,749+208.2% | $145,433+126.2% | $82,448+299.0% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 16.28% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,956 | $3,444+43.9% | $4,554+8.8% | $2,551+94.3% |
| Participant deferral / active EE | $8,914 | $6,519+36.8% | $7,897+12.9% | $4,139+115.4% |
| Admin fee / account holder | $9,827 | $8,390+17.1% | $13,129-25.2% | $7,234+35.8% |