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 | $289,381 | $146,267+97.8% | $197,124+46.8% | $82,448+251.0% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 17.26% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $8,832 | $4,723+87.0% | $6,227+41.8% | $2,551+246.2% |
| Participant deferral / active EE | $16,084 | $7,035+128.6% | $9,135+76.1% | $4,139+288.6% |
| Admin fee / account holder | $2,801 | $14,422-80.6% | $16,298-82.8% | $7,234-61.3% |