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 | $250,994 | $70,475+256.1% | $100,516+149.7% | $79,858+214.3% |
| Participation rate | 91.1% | 73.7%+17.5pp | 79.4%+11.7pp | 69.6%+21.5pp |
| Annual return | 16.75% | 21.90%-5.1pp | 30.89%-14.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,435 | $2,165+12.5% | $3,418-28.8% | $2,471-1.5% |
| Participant deferral / active EE | $12,174 | $5,181+135.0% | $6,270+94.2% | $3,740+225.5% |
| Admin fee / account holder | $7,767 | $4,478+73.4% | $8,081-3.9% | $5,306+46.4% |