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 | $312,109 | $109,359+185.4% | $162,163+92.5% | $72,985+327.6% |
| Participation rate | 90.6% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.1pp |
| Annual return | 23.10% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $10,306 | $3,907+163.8% | $5,614+83.6% | $2,440+322.4% |
| Participant deferral / active EE | $13,658 | $5,481+149.2% | $7,298+87.1% | $3,607+278.6% |
| Admin fee / account holder | $10,810 | $7,972+35.6% | $10,843-0.3% | $5,124+111.0% |