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 | $370,343 | $70,475+425.5% | $100,516+268.4% | $79,858+363.8% |
| Participation rate | 80.6% | 73.7%+7.0pp | 79.4%+1.2pp | 69.6%+11.0pp |
| Annual return | 25.05% | 21.90%+3.2pp | 30.89%-5.8pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,073 | $2,165-4.2% | $3,418-39.3% | $2,471-16.1% |
| Participant deferral / active EE | $7,829 | $5,181+51.1% | $6,270+24.9% | $3,740+109.3% |
| Admin fee / account holder | $11,190 | $4,478+149.9% | $8,081+38.5% | $5,306+110.9% |