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 | $281,583 | $95,453+195.0% | $112,040+151.3% | $82,448+241.5% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.5%+18.5pp | 68.1%+26.9pp |
| Annual return | 18.81% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $7,105 | $2,318+206.5% | $2,954+140.5% | $2,551+178.5% |
| Participant deferral / active EE | $7,814 | $4,224+85.0% | $5,098+53.3% | $4,139+88.8% |
| Admin fee / account holder | $1,448 | $9,013-83.9% | $12,098-88.0% | $7,234-80.0% |