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 | $292,476 | $81,248+260.0% | $155,509+88.1% | $80,856+261.7% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 13.42% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,399 | $3,100+41.9% | $4,672-5.8% | $2,755+59.7% |
| Participant deferral / active EE | $9,710 | $3,452+181.3% | $5,626+72.6% | $4,296+126.0% |
| Admin fee / account holder | $5,008 | $7,997-37.4% | $15,912-68.5% | $6,918-27.6% |