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 | $351,167 | $148,978+135.7% | $200,582+75.1% | $84,808+314.1% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 15.68% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,855 | $4,815+42.4% | $6,419+6.8% | $2,631+160.5% |
| Participant deferral / active EE | $7,202 | $7,142+0.8% | $9,331-22.8% | $4,212+71.0% |
| Admin fee / account holder | $13,328 | $13,977-4.6% | $16,305-18.3% | $7,344+81.5% |