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 | $289,160 | $109,881+163.2% | $150,045+92.7% | $84,808+241.0% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 16.60% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,262 | $3,561+19.7% | $4,693-9.2% | $2,631+62.0% |
| Participant deferral / active EE | $6,608 | $6,636-0.4% | $7,997-17.4% | $4,212+56.9% |
| Admin fee / account holder | $10,634 | $8,568+24.1% | $13,435-20.8% | $7,344+44.8% |