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 | $290,876 | $60,349+382.0% | $74,183+292.1% | $62,891+362.5% |
| Participation rate | 90.8% | 72.7%+18.1pp | 76.6%+14.2pp | 69.3%+21.5pp |
| Annual return | 6.15% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,017 | $1,680+198.6% | $2,370+111.7% | $2,281+120.0% |
| Participant deferral / active EE | $3,926 | $2,856+37.4% | $3,550+10.6% | $3,203+22.6% |
| Admin fee / account holder | $19,299 | $4,261+352.9% | $5,586+245.5% | $4,296+349.3% |