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 | $259,554 | $148,978+74.2% | $200,582+29.4% | $84,808+206.1% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 14.02% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,453 | $4,815+96.3% | $6,419+47.3% | $2,631+259.3% |
| Participant deferral / active EE | $8,085 | $7,142+13.2% | $9,331-13.4% | $4,212+92.0% |
| Admin fee / account holder | $33,002 | $13,977+136.1% | $16,305+102.4% | $7,344+349.4% |