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 | $298,039 | $148,978+100.1% | $200,582+48.6% | $84,808+251.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 14.52% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,119 | $4,815-14.5% | $6,419-35.8% | $2,631+56.6% |
| Participant deferral / active EE | $9,261 | $7,142+29.7% | $9,331-0.8% | $4,212+119.9% |
| Admin fee / account holder | $21,509 | $13,977+53.9% | $16,305+31.9% | $7,344+192.9% |