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 | $250,610 | $123,793+102.4% | $177,821+40.9% | $79,858+213.8% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 15.55% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,555 | $4,095+60.1% | $5,918+10.8% | $2,471+165.3% |
| Participant deferral / active EE | $9,472 | $5,956+59.0% | $7,714+22.8% | $3,740+153.3% |
| Admin fee / account holder | $7,282 | $7,243+0.6% | $12,427-41.4% | $5,306+37.2% |