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 | $313,934 | $57,590+445.1% | $86,233+264.1% | $82,448+280.8% |
| Participation rate | 88.5% | 57.9%+30.6pp | 69.0%+19.4pp | 68.1%+20.4pp |
| Annual return | 18.00% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,847 | $1,655+72.0% | $2,504+13.7% | $2,551+11.6% |
| Participant deferral / active EE | $6,916 | $3,080+124.6% | $4,559+51.7% | $4,139+67.1% |
| Admin fee / account holder | $3,873 | $4,730-18.1% | $8,342-53.6% | $7,234-46.5% |