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 | $259,095 | $148,978+73.9% | $200,582+29.2% | $84,808+205.5% |
| Participation rate | 90.2% | 84.2%+6.0pp | 86.9%+3.4pp | 68.3%+21.9pp |
| Annual return | 24.43% | 28.16%-3.7pp | 42.33%-17.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,863 | $4,815-40.5% | $6,419-55.4% | $2,631+8.8% |
| Participant deferral / active EE | $14,910 | $7,142+108.8% | $9,331+59.8% | $4,212+254.0% |
| Admin fee / account holder | $18,546 | $13,977+32.7% | $16,305+13.7% | $7,344+152.5% |