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 | $400,257 | $109,881+264.3% | $150,045+166.8% | $84,808+372.0% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $11,617 | $3,561+226.2% | $4,693+147.5% | $2,631+341.5% |
| Participant deferral / active EE | $11,061 | $6,636+66.7% | $7,997+38.3% | $4,212+162.6% |
| Admin fee / account holder | $8,215 | $8,568-4.1% | $13,435-38.9% | $7,344+11.9% |