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 | $290,521 | $123,793+134.7% | $177,821+63.4% | $79,858+263.8% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 17.76% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $9,410 | $4,095+129.8% | $5,918+59.0% | $2,471+280.8% |
| Participant deferral / active EE | $10,100 | $5,956+69.6% | $7,714+30.9% | $3,740+170.1% |
| Admin fee / account holder | $10,266 | $7,243+41.7% | $12,427-17.4% | $5,306+93.5% |