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 | $281,371 | $88,672+217.3% | $105,223+167.4% | $82,448+241.3% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.2pp |
| Annual return | 13.75% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,366 | $3,048+43.3% | $3,689+18.4% | $2,551+71.2% |
| Participant deferral / active EE | $9,092 | $4,036+125.3% | $5,072+79.3% | $4,139+119.6% |
| Admin fee / account holder | $57,686 | $7,146+707.2% | $8,859+551.2% | $7,234+697.4% |