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 | $295,569 | $106,749+176.9% | $145,433+103.2% | $82,448+258.5% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 14.44% | 27.59%-13.2pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,473 | $3,444+58.9% | $4,554+20.2% | $2,551+114.5% |
| Participant deferral / active EE | $11,652 | $6,519+78.8% | $7,897+47.5% | $4,139+181.5% |
| Admin fee / account holder | $6,171 | $8,390-26.4% | $13,129-53.0% | $7,234-14.7% |