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 | $332,224 | $109,881+202.4% | $150,045+121.4% | $84,808+291.7% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 15.45% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,582 | $3,561-27.5% | $4,693-45.0% | $2,631-1.9% |
| Participant deferral / active EE | $10,324 | $6,636+55.6% | $7,997+29.1% | $4,212+145.1% |
| Admin fee / account holder | $22,224 | $8,568+159.4% | $13,435+65.4% | $7,344+202.6% |