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 | $300,454 | $86,929+245.6% | $102,423+193.3% | $80,856+271.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 16.47% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,526 | $2,369+133.2% | $3,023+82.8% | $2,755+100.6% |
| Participant deferral / active EE | $10,127 | $4,118+145.9% | $5,053+100.4% | $4,296+135.7% |
| Admin fee / account holder | $7,453 | $8,049-7.4% | $9,451-21.1% | $6,918+7.7% |