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 | $284,930 | $148,978+91.3% | $200,582+42.1% | $84,808+236.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 38.30% | 28.16%+10.1pp | 42.33%-4.0pp | 40.90%-2.6pp |
| Employer contribution / active EE | $7,933 | $4,815+64.8% | $6,419+23.6% | $2,631+201.5% |
| Participant deferral / active EE | $12,323 | $7,142+72.5% | $9,331+32.1% | $4,212+192.6% |
| Admin fee / account holder | $5,776 | $13,977-58.7% | $16,305-64.6% | $7,344-21.4% |