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 | $297,082 | $76,552+288.1% | $123,892+139.8% | $62,891+372.4% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 11.28% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $13,161 | $2,883+356.6% | $4,617+185.1% | $2,281+477.0% |
| Participant deferral / active EE | $9,447 | $4,840+95.2% | $5,984+57.9% | $3,203+195.0% |
| Admin fee / account holder | $3,689 | $4,826-23.5% | $8,357-55.9% | $4,296-14.1% |