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 | $288,467 | $148,978+93.6% | $200,582+43.8% | $84,808+240.1% |
| Participation rate | 94.5% | 84.2%+10.3pp | 86.9%+7.7pp | 68.3%+26.2pp |
| Annual return | 16.91% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,400 | $4,815-8.6% | $6,419-31.4% | $2,631+67.3% |
| Participant deferral / active EE | $22,025 | $7,142+208.4% | $9,331+136.0% | $4,212+423.0% |
| Admin fee / account holder | $20,875 | $13,977+49.4% | $16,305+28.0% | $7,344+184.3% |