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 | $348,164 | $138,347+151.7% | $184,203+89.0% | $80,856+330.6% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 16.43% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,930 | $4,850+42.9% | $6,427+7.8% | $2,755+151.6% |
| Participant deferral / active EE | $7,887 | $7,071+11.5% | $9,131-13.6% | $4,296+83.6% |
| Admin fee / account holder | $11,121 | $10,483+6.1% | $13,901-20.0% | $6,918+60.8% |