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 | $334,183 | $81,248+311.3% | $155,509+114.9% | $80,856+313.3% |
| Participation rate | 88.0% | 66.2%+21.7pp | 78.2%+9.8pp | 67.6%+20.3pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,898 | $3,100+90.2% | $4,672+26.2% | $2,755+114.1% |
| Participant deferral / active EE | $6,410 | $3,452+85.7% | $5,626+13.9% | $4,296+49.2% |
| Admin fee / account holder | $9,342 | $7,997+16.8% | $15,912-41.3% | $6,918+35.0% |