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 | $348,018 | $83,477+316.9% | $125,175+178.0% | $72,985+376.8% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 21.57% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $13,357 | $2,345+469.5% | $3,865+245.5% | $2,440+447.4% |
| Participant deferral / active EE | $6,047 | $3,585+68.7% | $4,937+22.5% | $3,607+67.6% |
| Admin fee / account holder | $9,075 | $5,517+64.5% | $9,702-6.5% | $5,124+77.1% |