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 | $255,014 | $109,881+132.1% | $150,045+70.0% | $84,808+200.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 22.42% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $5,449 | $3,561+53.0% | $4,693+16.1% | $2,631+107.1% |
| Participant deferral / active EE | $12,305 | $6,636+85.4% | $7,997+53.9% | $4,212+192.2% |
| Admin fee / account holder | $4,957 | $8,568-42.1% | $13,435-63.1% | $7,344-32.5% |