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 | $297,238 | $106,515+179.1% | $96,683+207.4% | $139,434+113.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.22% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $10,386 | $4,103+153.1% | $3,737+177.9% | $4,751+118.6% |
| Participant deferral / active EE | $5,650 | $5,454+3.6% | $4,878+15.8% | $6,710-15.8% |
| Admin fee / account holder | $4,869 | $7,877-38.2% | $6,730-27.7% | $11,403-57.3% |