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 | $267,374 | $109,881+143.3% | $150,045+78.2% | $84,808+215.3% |
| Participation rate | 86.1% | 76.1%+10.0pp | 82.3%+3.8pp | 68.3%+17.8pp |
| Annual return | 15.11% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,716 | $3,561+60.5% | $4,693+21.8% | $2,631+117.2% |
| Participant deferral / active EE | $13,281 | $6,636+100.1% | $7,997+66.1% | $4,212+215.3% |
| Admin fee / account holder | $4,256 | $8,568-50.3% | $13,435-68.3% | $7,344-42.1% |