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 | $291,440 | $81,460+257.8% | $103,333+182.0% | $80,856+260.4% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 26.51% | 25.55%+1.0pp | 24.88%+1.6pp | 35.59%-9.1pp |
| Employer contribution / active EE | $8,213 | $3,105+164.5% | $3,868+112.3% | $2,755+198.1% |
| Participant deferral / active EE | $3,814 | $3,869-1.4% | $5,057-24.6% | $4,296-11.2% |
| Admin fee / account holder | $56,655 | $6,566+762.8% | $8,355+578.1% | $6,918+719.0% |