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 | $279,312 | $86,929+221.3% | $102,423+172.7% | $80,856+245.4% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 14.59% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $13,905 | $2,369+486.9% | $3,023+359.9% | $2,755+404.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $36,046 | $8,049+347.8% | $9,451+281.4% | $6,918+421.0% |