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 | $295,758 | $81,248+264.0% | $155,509+90.2% | $80,856+265.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.1pp |
| Annual return | 15.28% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $15,080 | $3,100+386.4% | $4,672+222.8% | $2,755+447.4% |
| Participant deferral / active EE | $6,064 | $3,452+75.7% | $5,626+7.8% | $4,296+41.2% |
| Admin fee / account holder | $58,755 | $7,997+634.7% | $15,912+269.3% | $6,918+749.3% |